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 4-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 | $79,845 | $86,929-8.1% | $102,423-22.0% | $80,856-1.3% |
| Participation rate | 58.7% | 72.4%-13.6pp | 76.5%-17.8pp | 67.6%-8.9pp |
| Annual return | 9.77% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,311 | $2,369-44.7% | $3,023-56.6% | $2,755-52.4% |
| Participant deferral / active EE | $3,871 | $4,118-6.0% | $5,053-23.4% | $4,296-9.9% |
| Admin fee / account holder | $14,346 | $8,049+78.2% | $9,451+51.8% | $6,918+107.4% |