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 | $101,290 | $127,264-20.4% | $109,895-7.8% | $167,490-39.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.2%-40.9pp | 82.1%-48.8pp |
| Annual return | 3.89% | 22.97%-19.1pp | 29.45%-25.6pp | 478.56%-474.7pp |
| Employer contribution / active EE | $493 | $3,322-85.2% | $2,842-82.6% | $4,837-89.8% |
| Participant deferral / active EE | $887 | $4,514-80.4% | $4,048-78.1% | $6,341-86.0% |
| Admin fee / account holder | $11,500 | $7,114+61.7% | $6,066+89.6% | $12,309-6.6% |