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 | $54,160 | $86,929-37.7% | $102,423-47.1% | $80,856-33.0% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 7.95% | 18.88%-10.9pp | 29.32%-21.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,803 | $2,369-23.9% | $3,023-40.4% | $2,755-34.5% |
| Participant deferral / active EE | $3,040 | $4,118-26.2% | $5,053-39.8% | $4,296-29.2% |
| Admin fee / account holder | $1,736 | $8,049-78.4% | $9,451-81.6% | $6,918-74.9% |