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 | $30,160 | $89,753-66.4% | $107,525-72.0% | $84,808-64.4% |
| Participation rate | 68.0% | 68.1%-0.1pp | 75.1%-7.1pp | 68.3%-0.3pp |
| Annual return | 11.99% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,803 | $3,113-42.1% | $3,754-52.0% | $2,631-31.5% |
| Participant deferral / active EE | $2,756 | $4,056-32.1% | $5,116-46.1% | $4,212-34.6% |
| Admin fee / account holder | $4,904 | $7,222-32.1% | $8,919-45.0% | $7,344-33.2% |