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 | $25,216 | $54,705-53.9% | $71,209-64.6% | $84,808-70.3% |
| Participation rate | 41.2% | 64.1%-22.9pp | 73.8%-32.6pp | 68.3%-27.1pp |
| Annual return | 11.90% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $534 | $2,158-75.2% | $2,721-80.4% | $2,631-79.7% |
| Participant deferral / active EE | $1,971 | $3,030-35.0% | $4,175-52.8% | $4,212-53.2% |
| Admin fee / account holder | $1,125 | $4,863-76.9% | $5,349-79.0% | $7,344-84.7% |