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 | $49,261 | $77,899-36.8% | $149,673-67.1% | $75,163-34.5% |
| Participation rate | 26.9% | 65.6%-38.7pp | 78.8%-51.8pp | 67.2%-40.3pp |
| Annual return | 11.84% | 31.72%-19.9pp | 134.42%-122.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,270 | $3,137-27.7% | $4,818-52.9% | $2,670-15.0% |
| Participant deferral / active EE | $1,522 | $3,411-55.4% | $5,680-73.2% | $4,125-63.1% |
| Admin fee / account holder | $3,509 | $5,956-41.1% | $13,210-73.4% | $5,651-37.9% |