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 | $40,839 | $140,940-71.0% | $112,229-63.6% | $139,434-70.7% |
| Participation rate | 64.7% | 79.2%-14.5pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 8.81% | 32.71%-23.9pp | 30.20%-21.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,352 | $4,283-45.1% | $3,430-31.4% | $4,751-50.5% |
| Participant deferral / active EE | $4,870 | $5,874-17.1% | $4,798+1.5% | $6,710-27.4% |
| Admin fee / account holder | $4,339 | $9,954-56.4% | $7,748-44.0% | $11,403-62.0% |