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 3-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 | $14,834 | $74,888-80.2% | $71,209-79.2% | $142,382-89.6% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.1%-11.7pp |
| Annual return | 10.04% | 345.14%-335.1pp | 282.51%-272.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,262 | $2,854-20.7% | $2,721-16.9% | $4,299-47.4% |
| Participant deferral / active EE | $3,425 | $4,454-23.1% | $4,175-18.0% | $6,507-47.4% |
| Admin fee / account holder | $5,678 | $5,568+2.0% | $5,349+6.2% | $12,624-55.0% |