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 | $76,113 | $111,754-31.9% | $103,333-26.3% | $145,922-47.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.88% | 24.77%-17.9pp | 24.88%-18.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $4,017 | $4,212-4.6% | $3,868+3.9% | $4,660-13.8% |
| Participant deferral / active EE | $20,447 | $5,619+263.9% | $5,057+304.3% | $6,688+205.7% |
| Admin fee / account holder | $2,366 | $9,750-75.7% | $8,355-71.7% | $13,397-82.3% |