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 9-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 | $80,889 | $76,367+5.9% | $93,606-13.6% | $72,985+10.8% |
| Participation rate | 67.8% | 71.7%-3.9pp | 75.8%-8.0pp | 69.5%-1.7pp |
| Annual return | 5.90% | 25.82%-19.9pp | 32.76%-26.9pp | 81.00%-75.1pp |
| Employer contribution / active EE | $1,186 | $2,275-47.9% | $2,718-56.4% | $2,440-51.4% |
| Participant deferral / active EE | $2,216 | $3,538-37.4% | $4,069-45.5% | $3,607-38.6% |
| Admin fee / account holder | $4,755 | $6,838-30.5% | $7,888-39.7% | $5,124-7.2% |