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 | $86,742 | $161,701-46.4% | - | $142,382-39.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | - | 80.1%-30.1pp |
| Annual return | 4.63% | 549.36%-544.7pp | - | 217.08%-212.4pp |
| Employer contribution / active EE | $1,331 | $4,438-70.0% | - | $4,299-69.0% |
| Participant deferral / active EE | $1,739 | $5,394-67.8% | - | $6,507-73.3% |
| Admin fee / account holder | $2,367 | $9,598-75.3% | - | $12,624-81.2% |