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 6-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 | $52,735 | $81,248-35.1% | $155,509-66.1% | $80,856-34.8% |
| Participation rate | 56.7% | 66.2%-9.6pp | 78.2%-21.5pp | 67.6%-11.0pp |
| Annual return | 8.14% | 33.31%-25.2pp | 64.67%-56.5pp | 35.59%-27.5pp |
| Employer contribution / active EE | $2,132 | $3,100-31.2% | $4,672-54.4% | $2,755-22.6% |
| Participant deferral / active EE | $2,741 | $3,452-20.6% | $5,626-51.3% | $4,296-36.2% |
| Admin fee / account holder | $1,334 | $7,997-83.3% | $15,912-91.6% | $6,918-80.7% |