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 | $107,166 | $85,766+25.0% | $136,294-21.4% | $70,131+52.8% |
| Participation rate | 34.9% | 74.2%-39.3pp | 81.9%-47.0pp | 69.5%-34.7pp |
| Annual return | 12.09% | 31.45%-19.4pp | 5155.94%-5143.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $984 | $2,966-66.8% | $4,695-79.0% | $2,342-58.0% |
| Participant deferral / active EE | $3,833 | $5,051-24.1% | $6,247-38.6% | $3,332+15.0% |
| Admin fee / account holder | $2,649 | $5,420-51.1% | $9,243-71.3% | $4,645-43.0% |