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 | $32,071 | $95,266-66.3% | $82,389-61.1% | $142,382-77.5% |
| Participation rate | 59.1% | 74.5%-15.4pp | 69.5%-10.5pp | 80.1%-21.0pp |
| Annual return | 3.46% | 25.74%-22.3pp | 28.67%-25.2pp | 217.08%-213.6pp |
| Employer contribution / active EE | $1,234 | $2,991-58.7% | $2,517-51.0% | $4,299-71.3% |
| Participant deferral / active EE | $3,078 | $4,809-36.0% | $4,155-25.9% | $6,507-52.7% |
| Admin fee / account holder | $1,074 | $8,563-87.5% | $7,231-85.2% | $12,624-91.5% |