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 | $70,396 | $109,413-35.7% | $156,263-55.0% | $84,808-17.0% |
| Participation rate | 69.6% | 72.7%-3.1pp | 78.9%-9.3pp | 68.3%+1.3pp |
| Annual return | 12.27% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,053 | $2,907+5.0% | $4,333-29.5% | $2,631+16.0% |
| Participant deferral / active EE | $7,757 | $4,590+69.0% | $6,158+26.0% | $4,212+84.2% |
| Admin fee / account holder | $3,795 | $9,357-59.4% | $14,255-73.4% | $7,344-48.3% |