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 | $45,031 | $93,170-51.7% | $100,534-55.2% | $84,808-46.9% |
| Participation rate | 57.8% | 75.8%-18.0pp | 80.6%-22.8pp | 68.3%-10.5pp |
| Annual return | 12.78% | 47.13%-34.3pp | 32.66%-19.9pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,285 | $3,985-67.7% | $4,346-70.4% | $2,631-51.1% |
| Participant deferral / active EE | $3,502 | $5,699-38.6% | $6,144-43.0% | $4,212-16.9% |
| Admin fee / account holder | $2,196 | $7,382-70.3% | $7,654-71.3% | $7,344-70.1% |