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 | $69,139 | $101,724-32.0% | $164,813-58.0% | $80,856-14.5% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 9.12% | 16.72%-7.6pp | 69.93%-60.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,364 | $2,953-53.8% | $4,341-68.6% | $2,755-50.5% |
| Participant deferral / active EE | $3,184 | $4,477-28.9% | $6,031-47.2% | $4,296-25.9% |
| Admin fee / account holder | $29,883 | $8,227+263.2% | $12,690+135.5% | $6,918+332.0% |