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 5-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 | $85,406 | $127,065-32.8% | $113,168-24.5% | $142,382-40.0% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 9.37% | 24.03%-14.7pp | 24.27%-14.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,492 | $3,442-56.7% | $2,975-49.9% | $4,299-65.3% |
| Participant deferral / active EE | $6,320 | $5,716+10.6% | $5,107+23.8% | $6,507-2.9% |
| Admin fee / account holder | $344 | $15,736-97.8% | $12,068-97.2% | $12,624-97.3% |