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 8-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 | $26,453 | $57,016-53.6% | $84,966-68.9% | $80,856-67.3% |
| Participation rate | 37.1% | 56.3%-19.2pp | 67.5%-30.4pp | 67.6%-30.5pp |
| Annual return | 5.71% | 21.66%-16.0pp | 66.38%-60.7pp | 35.59%-29.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,788 | $3,110-42.5% | $4,519-60.4% | $4,296-58.4% |
| Admin fee / account holder | $3,122 | $4,980-37.3% | $6,149-49.2% | $6,918-54.9% |