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 | $26,692 | $142,405-81.3% | $115,157-76.8% | $152,861-82.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 6.75% | 41.48%-34.7pp | 35.60%-28.8pp | 345.32%-338.6pp |
| Employer contribution / active EE | $1,809 | $4,010-54.9% | $3,179-43.1% | $4,762-62.0% |
| Participant deferral / active EE | $4,143 | $5,164-19.8% | $4,168-0.6% | $5,850-29.2% |
| Admin fee / account holder | $828 | $8,462-90.2% | $7,088-88.3% | $11,596-92.9% |