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 9-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 | $45,250 | $89,753-49.6% | $107,525-57.9% | $84,808-46.6% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 10.44% | 29.48%-19.0pp | 181.32%-170.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,129 | $3,113-31.6% | $3,754-43.3% | $2,631-19.1% |
| Participant deferral / active EE | $4,046 | $4,056-0.3% | $5,116-20.9% | $4,212-3.9% |
| Admin fee / account holder | $15,903 | $7,222+120.2% | $8,919+78.3% | $7,344+116.5% |