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 | $46,375 | $80,673-42.5% | $101,326-54.2% | $84,808-45.3% |
| Participation rate | 54.5% | 77.8%-23.2pp | 81.5%-27.0pp | 68.3%-13.8pp |
| Annual return | 11.42% | 38.95%-27.5pp | 36.82%-25.4pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,239 | $2,698-54.1% | $3,665-66.2% | $2,631-52.9% |
| Participant deferral / active EE | $3,009 | $6,840-56.0% | $7,994-62.4% | $4,212-28.6% |
| Admin fee / account holder | $8,936 | $12,784-30.1% | $11,185-20.1% | $7,344+21.7% |