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 9-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 | $41,299 | $78,672-47.5% | $109,143-62.2% | $85,850-51.9% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 8.00% | 25.09%-17.1pp | 25.75%-17.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $2,407 | $2,735-12.0% | $3,722-35.3% | $2,565-6.2% |
| Participant deferral / active EE | $4,748 | $3,467+36.9% | $4,653+2.0% | $3,952+20.1% |
| Admin fee / account holder | $390 | $5,469-92.9% | $6,752-94.2% | $6,260-93.8% |