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 | $32,838 | $65,041-49.5% | $90,951-63.9% | $79,858-58.9% |
| Participation rate | 34.4% | 61.6%-27.2pp | 69.0%-34.6pp | 69.6%-35.3pp |
| Annual return | 8.11% | 30.45%-22.3pp | 134.60%-126.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,122 | $2,512-15.5% | $3,373-37.1% | $3,740-43.3% |
| Admin fee / account holder | $2,419 | $4,536-46.7% | $5,959-59.4% | $5,306-54.4% |