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 5-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 | $38,122 | $89,753-57.5% | $107,525-64.5% | $84,808-55.0% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 7.78% | 29.48%-21.7pp | 181.32%-173.5pp | 40.90%-33.1pp |
| Employer contribution / active EE | $2,840 | $3,113-8.8% | $3,754-24.3% | $2,631+8.0% |
| Participant deferral / active EE | $4,772 | $4,056+17.7% | $5,116-6.7% | $4,212+13.3% |
| Admin fee / account holder | $1,419 | $7,222-80.4% | $8,919-84.1% | $7,344-80.7% |