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 4-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 | $33,286 | $80,717-58.8% | $154,803-78.5% | $84,808-60.8% |
| Participation rate | 29.0% | 66.8%-37.8pp | 78.1%-49.0pp | 68.3%-39.3pp |
| Annual return | 11.43% | 37.96%-26.5pp | 58.88%-47.4pp | 40.90%-29.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,326 | $3,303-29.6% | $5,540-58.0% | $4,212-44.8% |
| Admin fee / account holder | $8,543 | $6,746+26.7% | $14,329-40.4% | $7,344+16.3% |