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 | $76,393 | $89,753-14.9% | $107,525-29.0% | $84,808-9.9% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 10.62% | 29.48%-18.9pp | 181.32%-170.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,508 | $3,113-51.6% | $3,754-59.8% | $2,631-42.7% |
| Participant deferral / active EE | $3,626 | $4,056-10.6% | $5,116-29.1% | $4,212-13.9% |
| Admin fee / account holder | $3,168 | $7,222-56.1% | $8,919-64.5% | $7,344-56.9% |