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 8-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 | $96,517 | $69,207+39.5% | $64,056+50.7% | $139,434-30.8% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.3%-43.7pp | 80.3%-51.7pp |
| Annual return | 7.35% | 45.88%-38.5pp | 33.69%-26.3pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,401 | $3,182-56.0% | $2,747-49.0% | $4,751-70.5% |
| Participant deferral / active EE | $4,128 | $4,682-11.8% | $3,880+6.4% | $6,710-38.5% |
| Admin fee / account holder | $367 | $4,244-91.4% | $3,068-88.0% | $11,403-96.8% |