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 | $72,035 | $58,208+23.8% | $81,812-12.0% | $80,856-10.9% |
| Participation rate | 36.0% | 63.4%-27.4pp | 72.3%-36.3pp | 67.6%-31.6pp |
| Annual return | 10.52% | 41.66%-31.1pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,407 | $2,340-39.9% | $2,912-51.7% | $2,755-48.9% |
| Participant deferral / active EE | $2,241 | $3,281-31.7% | $4,319-48.1% | $4,296-47.8% |
| Admin fee / account holder | $615 | $4,981-87.7% | $7,386-91.7% | $6,918-91.1% |