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 7-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 | $18,024 | $63,355-71.6% | $91,989-80.4% | $72,985-75.3% |
| Participation rate | 55.4% | 72.5%-17.1pp | 78.6%-23.2pp | 69.5%-14.1pp |
| Annual return | 17.38% | 35.35%-18.0pp | 69.02%-51.6pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,263 | $2,116-40.3% | $3,452-63.4% | $2,440-48.2% |
| Participant deferral / active EE | $4,623 | $4,883-5.3% | $5,923-21.9% | $3,607+28.2% |
| Admin fee / account holder | $4,605 | $4,668-1.4% | $7,743-40.5% | $5,124-10.1% |