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 8-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 | $46,601 | $89,753-48.1% | $107,525-56.7% | $84,808-45.1% |
| Participation rate | 63.0% | 68.1%-5.1pp | 75.1%-12.1pp | 68.3%-5.3pp |
| Annual return | 11.21% | 29.48%-18.3pp | 181.32%-170.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,957 | $3,113-37.1% | $3,754-47.9% | $2,631-25.6% |
| Participant deferral / active EE | $3,753 | $4,056-7.5% | $5,116-26.6% | $4,212-10.9% |
| Admin fee / account holder | $1,256 | $7,222-82.6% | $8,919-85.9% | $7,344-82.9% |