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 | $89,160 | $81,460+9.5% | $103,333-13.7% | $80,856+10.3% |
| Participation rate | 41.9% | 66.8%-24.9pp | 74.5%-32.6pp | 67.6%-25.7pp |
| Annual return | 10.16% | 25.55%-15.4pp | 24.88%-14.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,119 | $3,105-31.8% | $3,868-45.2% | $2,755-23.1% |
| Participant deferral / active EE | $5,556 | $3,869+43.6% | $5,057+9.9% | $4,296+29.3% |
| Admin fee / account holder | $15,750 | $6,566+139.9% | $8,355+88.5% | $6,918+127.7% |