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 3-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 | $34,344 | $57,016-39.8% | $84,966-59.6% | $80,856-57.5% |
| Participation rate | 15.7% | 56.3%-40.7pp | 67.5%-51.8pp | 67.6%-52.0pp |
| Annual return | 9.59% | 21.66%-12.1pp | 66.38%-56.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,461 | $1,798+36.9% | $2,727-9.7% | $2,755-10.7% |
| Participant deferral / active EE | $1,474 | $3,110-52.6% | $4,519-67.4% | $4,296-65.7% |
| Admin fee / account holder | $11,319 | $4,980+127.3% | $6,149+84.1% | $6,918+63.6% |