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 | $33,492 | $59,097-43.3% | $82,389-59.3% | $74,304-54.9% |
| Participation rate | 43.8% | 52.8%-9.0pp | 69.5%-25.8pp | 60.3%-16.6pp |
| Annual return | 13.30% | 22.85%-9.5pp | 28.67%-15.4pp | 29.43%-16.1pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,452 | $2,775-11.6% | $4,155-41.0% | $3,767-34.9% |
| Admin fee / account holder | $4,163 | $4,489-7.3% | $7,231-42.4% | $2,969+40.2% |