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 | $48,217 | $49,227-2.1% | $70,449-31.6% | $79,858-39.6% |
| Participation rate | 40.5% | 69.2%-28.6pp | 75.1%-34.5pp | 69.6%-29.1pp |
| Annual return | 4.86% | 30.06%-25.2pp | 109.03%-104.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,579 | $2,768-6.8% | $3,709-30.5% | $3,740-31.0% |
| Admin fee / account holder | $383 | $2,878-86.7% | $3,845-90.0% | $5,306-92.8% |