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 | $76,861 | $91,552-16.0% | $133,956-42.6% | $79,858-3.8% |
| Participation rate | 51.9% | 73.3%-21.4pp | 79.8%-27.9pp | 69.6%-17.7pp |
| Annual return | -1.05% | 61.85%-62.9pp | 45.09%-46.1pp | 31.71%-32.8pp |
| Employer contribution / active EE | $2,255 | $2,384-5.4% | $3,919-42.5% | $2,471-8.7% |
| Participant deferral / active EE | $3,047 | $3,733-18.4% | $5,048-39.6% | $3,740-18.5% |
| Admin fee / account holder | $5,882 | $6,321-6.9% | $8,927-34.1% | $5,306+10.9% |