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 | $68,465 | $81,208-15.7% | $98,907-30.8% | $79,858-14.3% |
| Participation rate | 62.7% | 72.5%-9.8pp | 76.0%-13.4pp | 69.6%-7.0pp |
| Annual return | 1.97% | 60.99%-59.0pp | 196.43%-194.5pp | 31.71%-29.7pp |
| Employer contribution / active EE | $1,023 | $1,960-47.8% | $2,689-62.0% | $2,471-58.6% |
| Participant deferral / active EE | $2,060 | $3,265-36.9% | $4,244-51.5% | $3,740-44.9% |
| Admin fee / account holder | $9,508 | $6,013+58.1% | $6,642+43.2% | $5,306+79.2% |