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 10-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 | $32,207 | $51,175-37.1% | $70,515-54.3% | $75,163-57.2% |
| Participation rate | 57.1% | 60.9%-3.8pp | 68.3%-11.2pp | 67.2%-10.0pp |
| Annual return | 12.60% | 30.02%-17.4pp | 32.77%-20.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,174 | $2,849-23.7% | $4,567-52.4% | $4,125-47.3% |
| Admin fee / account holder | $718 | $4,091-82.5% | $6,412-88.8% | $5,651-87.3% |