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 | $57,590 | $227,553-74.7% | $189,557-69.6% | $167,490-65.6% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.4%-33.0pp | 82.1%-36.7pp |
| Annual return | 4.75% | 78.40%-73.7pp | 64.17%-59.4pp | 478.56%-473.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,410 | $7,002-22.7% | $6,174-12.4% | $6,341-14.7% |
| Admin fee / account holder | $2,126 | $11,878-82.1% | $9,807-78.3% | $12,309-82.7% |