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 | $26,603 | $78,672-66.2% | $109,143-75.6% | $85,850-69.0% |
| Participation rate | 39.7% | 68.3%-28.6pp | 75.9%-36.2pp | 69.3%-29.6pp |
| Annual return | 10.46% | 25.09%-14.6pp | 25.75%-15.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $928 | $2,735-66.1% | $3,722-75.1% | $2,565-63.8% |
| Participant deferral / active EE | $1,934 | $3,467-44.2% | $4,653-58.4% | $3,952-51.1% |
| Admin fee / account holder | $1,129 | $5,469-79.4% | $6,752-83.3% | $6,260-82.0% |