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 7-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 | $43,418 | $49,915-13.0% | $154,803-72.0% | $74,304-41.6% |
| Participation rate | 18.5% | 54.0%-35.5pp | 78.1%-59.6pp | 60.3%-41.9pp |
| Annual return | 11.41% | 34.06%-22.6pp | 58.88%-47.5pp | 29.43%-18.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,382 | $2,255-38.7% | $5,540-75.1% | $3,767-63.3% |
| Admin fee / account holder | $3,154 | $2,189+44.1% | $14,329-78.0% | $2,969+6.2% |