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 | $65,861 | $86,929-24.2% | $102,423-35.7% | $80,856-18.5% |
| Participation rate | 59.2% | 72.4%-13.2pp | 76.5%-17.3pp | 67.6%-8.5pp |
| Annual return | 9.66% | 18.88%-9.2pp | 29.32%-19.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,155 | $2,369-51.3% | $3,023-61.8% | $2,755-58.1% |
| Participant deferral / active EE | $2,505 | $4,118-39.2% | $5,053-50.4% | $4,296-41.7% |
| Admin fee / account holder | $12,646 | $8,049+57.1% | $9,451+33.8% | $6,918+82.8% |