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 6-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 | $35,757 | $81,248-56.0% | $155,509-77.0% | $80,856-55.8% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 6.58% | 33.31%-26.7pp | 64.67%-58.1pp | 35.59%-29.0pp |
| Employer contribution / active EE | $998 | $3,100-67.8% | $4,672-78.6% | $2,755-63.8% |
| Participant deferral / active EE | $2,519 | $3,452-27.0% | $5,626-55.2% | $4,296-41.4% |
| Admin fee / account holder | $368 | $7,997-95.4% | $15,912-97.7% | $6,918-94.7% |