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 7-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 | $50,139 | $110,261-54.5% | $95,745-47.6% | $139,434-64.0% |
| Participation rate | 40.0% | 75.8%-35.8pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 8.15% | 27.11%-19.0pp | 28.35%-20.2pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,342 | $3,257-58.8% | $2,835-52.7% | $4,751-71.8% |
| Participant deferral / active EE | $3,334 | $4,676-28.7% | $4,245-21.4% | $6,710-50.3% |
| Admin fee / account holder | $1,714 | $6,613-74.1% | $5,678-69.8% | $11,403-85.0% |