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 9-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 | $58,060 | $74,927-22.5% | $101,794-43.0% | $84,808-31.5% |
| Participation rate | 25.0% | 61.4%-36.4pp | 69.2%-44.2pp | 68.3%-43.3pp |
| Annual return | 11.84% | 18.70%-6.9pp | 30.53%-18.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,816 | $1,522+19.3% | $2,289-20.7% | $2,631-31.0% |
| Participant deferral / active EE | $2,185 | $3,099-29.5% | $4,084-46.5% | $4,212-48.1% |
| Admin fee / account holder | $13,419 | $6,514+106.0% | $8,777+52.9% | $7,344+82.7% |