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 | $51,311 | $81,460-37.0% | $103,333-50.3% | $80,856-36.5% |
| Participation rate | 30.2% | 66.8%-36.6pp | 74.5%-44.3pp | 67.6%-37.4pp |
| Annual return | 0.52% | 25.55%-25.0pp | 24.88%-24.4pp | 35.59%-35.1pp |
| Employer contribution / active EE | $1,156 | $3,105-62.8% | $3,868-70.1% | $2,755-58.0% |
| Participant deferral / active EE | $2,686 | $3,869-30.6% | $5,057-46.9% | $4,296-37.5% |
| Admin fee / account holder | $1,118 | $6,566-83.0% | $8,355-86.6% | $6,918-83.8% |