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 | $57,974 | $53,053+9.3% | $126,539-54.2% | $74,304-22.0% |
| Participation rate | 28.4% | 48.0%-19.6pp | 69.8%-41.4pp | 60.3%-31.9pp |
| Annual return | 12.81% | 29.46%-16.7pp | 425.95%-413.1pp | 29.43%-16.6pp |
| Employer contribution / active EE | $584 | $1,168-50.0% | $3,674-84.1% | $2,241-73.9% |
| Participant deferral / active EE | $1,084 | $2,303-53.0% | $4,083-73.5% | $3,767-71.2% |
| Admin fee / account holder | $2,644 | $3,698-28.5% | $6,065-56.4% | $2,969-10.9% |