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 | $37,480 | $80,724-53.6% | $103,333-63.7% | $74,495-49.7% |
| Participation rate | 48.1% | 65.7%-17.6pp | 74.5%-26.4pp | 67.2%-19.1pp |
| Annual return | 10.92% | 27.56%-16.6pp | 24.88%-14.0pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,261 | $3,157-60.1% | $3,868-67.4% | $2,623-51.9% |
| Participant deferral / active EE | $1,846 | $3,860-52.2% | $5,057-63.5% | $4,346-57.5% |
| Admin fee / account holder | $2,996 | $2,368+26.5% | $8,355-64.1% | $1,942+54.3% |