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 | $14,381 | $54,705-73.7% | $71,209-79.8% | $84,808-83.0% |
| Participation rate | 57.8% | 64.1%-6.3pp | 73.8%-16.0pp | 68.3%-10.5pp |
| Annual return | 5.92% | 35.90%-30.0pp | 282.51%-276.6pp | 40.90%-35.0pp |
| Employer contribution / active EE | $634 | $2,158-70.6% | $2,721-76.7% | $2,631-75.9% |
| Participant deferral / active EE | $1,920 | $3,030-36.6% | $4,175-54.0% | $4,212-54.4% |
| Admin fee / account holder | $1,432 | $4,863-70.6% | $5,349-73.2% | $7,344-80.5% |