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 | $60,731 | $70,428-13.8% | $96,562-37.1% | $85,850-29.3% |
| Participation rate | 52.7% | 61.8%-9.1pp | 69.8%-17.1pp | 69.3%-16.6pp |
| Annual return | 9.57% | 18.59%-9.0pp | 37.78%-28.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $862 | $1,413-39.0% | $2,356-63.4% | $2,565-66.4% |
| Participant deferral / active EE | $2,117 | $2,894-26.8% | $3,849-45.0% | $3,952-46.4% |
| Admin fee / account holder | $19,559 | $4,997+291.4% | $6,181+216.4% | $6,260+212.4% |