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 8-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 | $34,912 | $70,669-50.6% | $169,368-79.4% | $75,163-53.6% |
| Participation rate | 51.4% | 64.8%-13.4pp | 77.1%-25.7pp | 67.2%-15.8pp |
| Annual return | 7.69% | 36.36%-28.7pp | 405.60%-397.9pp | 160.62%-152.9pp |
| Employer contribution / active EE | $1,157 | $2,211-47.7% | $4,013-71.2% | $2,670-56.7% |
| Participant deferral / active EE | $2,832 | $4,311-34.3% | $6,221-54.5% | $4,125-31.4% |
| Admin fee / account holder | $1,351 | $5,402-75.0% | $9,003-85.0% | $5,651-76.1% |