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 9-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 | $70,542 | $176,812-60.1% | $146,665-51.9% | $167,490-57.9% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 7.25% | 24.03%-16.8pp | 22.74%-15.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $1,463 | $5,160-71.7% | $4,136-64.6% | $4,837-69.8% |
| Participant deferral / active EE | $6,982 | $6,440+8.4% | $5,506+26.8% | $6,341+10.1% |
| Admin fee / account holder | $2,966 | $13,259-77.6% | $10,280-71.2% | $12,309-75.9% |