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 | $48,029 | $102,317-53.1% | $146,958-67.3% | $80,856-40.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 9.49% | 134.76%-125.3pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,680 | $3,713-54.8% | $4,933-65.9% | $2,755-39.0% |
| Participant deferral / active EE | $3,365 | $6,644-49.4% | $8,070-58.3% | $4,296-21.7% |
| Admin fee / account holder | $6,717 | $7,941-15.4% | $12,998-48.3% | $6,918-2.9% |