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 | $50,951 | $100,773-49.4% | $88,946-42.7% | $142,382-64.2% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 4.84% | 70.18%-65.3pp | 57.82%-53.0pp | 217.08%-212.2pp |
| Employer contribution / active EE | $819 | $2,918-71.9% | $2,555-68.0% | $4,299-81.0% |
| Participant deferral / active EE | $7,197 | $5,230+37.6% | $4,581+57.1% | $6,507+10.6% |
| Admin fee / account holder | $4,253 | $9,693-56.1% | $8,261-48.5% | $12,624-66.3% |