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 | $77,133 | $54,705+41.0% | $71,209+8.3% | $84,808-9.0% |
| Participation rate | 16.7% | 64.1%-47.4pp | 73.8%-57.1pp | 68.3%-51.6pp |
| Annual return | 11.24% | 35.90%-24.7pp | 282.51%-271.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $625 | $3,030-79.4% | $4,175-85.0% | $4,212-85.2% |
| Admin fee / account holder | $1,983 | $4,863-59.2% | $5,349-62.9% | $7,344-73.0% |