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 | $69,875 | $93,071-24.9% | $74,583-6.3% | $273,961-74.5% |
| Participation rate | 30.0% | 74.9%-44.9pp | 68.1%-38.1pp | 83.0%-53.0pp |
| Annual return | 0.28% | 26.18%-25.9pp | 20.47%-20.2pp | 41.45%-41.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,050 | $4,160-26.7% | $3,458-11.8% | $5,287-42.3% |
| Admin fee / account holder | $1,654 | $5,272-68.6% | $4,138-60.0% | $10,132-83.7% |