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 4-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 | $26,076 | $81,248-67.9% | $155,509-83.2% | $80,856-67.7% |
| Participation rate | 27.5% | 66.2%-38.8pp | 78.2%-50.7pp | 67.6%-40.2pp |
| Annual return | 5.68% | 33.31%-27.6pp | 64.67%-59.0pp | 35.59%-29.9pp |
| Employer contribution / active EE | $571 | $3,100-81.6% | $4,672-87.8% | $2,755-79.3% |
| Participant deferral / active EE | $2,178 | $3,452-36.9% | $5,626-61.3% | $4,296-49.3% |
| Admin fee / account holder | $1,572 | $7,997-80.3% | $15,912-90.1% | $6,918-77.3% |