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 3-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 | $45,041 | $77,314-41.7% | $177,989-74.7% | $80,856-44.3% |
| Participation rate | 69.5% | 65.7%+3.8pp | 77.1%-7.6pp | 67.6%+1.9pp |
| Annual return | 10.54% | 18.09%-7.5pp | 294.48%-283.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,750 | $2,292-23.6% | $3,949-55.7% | $2,755-36.5% |
| Participant deferral / active EE | $3,133 | $4,411-29.0% | $6,276-50.1% | $4,296-27.1% |
| Admin fee / account holder | $4,456 | $7,191-38.0% | $10,363-57.0% | $6,918-35.6% |