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 | $32,252 | $104,664-69.2% | $85,682-62.4% | $167,490-80.7% |
| Participation rate | 63.6% | 76.4%-12.7pp | 69.9%-6.2pp | 82.1%-18.5pp |
| Annual return | 8.55% | 21.45%-12.9pp | 21.49%-12.9pp | 478.56%-470.0pp |
| Employer contribution / active EE | $3,453 | $3,337+3.5% | $2,618+31.9% | $4,837-28.6% |
| Participant deferral / active EE | $6,336 | $4,824+31.3% | $3,923+61.5% | $6,341-0.1% |
| Admin fee / account holder | $515 | $10,032-94.9% | $6,873-92.5% | $12,309-95.8% |