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 6-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 | $27,941 | $65,561-57.4% | $91,541-69.5% | $74,304-62.4% |
| Participation rate | 62.6% | 56.6%+6.0pp | 69.8%-7.2pp | 60.3%+2.3pp |
| Annual return | 11.62% | 17.68%-6.1pp | 20.50%-8.9pp | 29.43%-17.8pp |
| Employer contribution / active EE | $1,185 | $1,717-31.0% | $2,505-52.7% | $2,241-47.1% |
| Participant deferral / active EE | $2,726 | $2,918-6.6% | $4,008-32.0% | $3,767-27.6% |
| Admin fee / account holder | $2,670 | $3,333-19.9% | $6,956-61.6% | $2,969-10.1% |