See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,376 | $48,750+42.3% | $88,946-22.0% | $74,304-6.6% |
| Participation rate | 25.5% | 44.5%-19.0pp | 68.8%-43.4pp | 60.3%-34.9pp |
| Annual return | 12.71% | 25.91%-13.2pp | 57.82%-45.1pp | 29.43%-16.7pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,206 | $2,423-50.2% | $4,581-73.7% | $3,767-68.0% |
| Admin fee / account holder | $5,137 | $3,756+36.8% | $8,261-37.8% | $2,969+73.0% |