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 | $78,818 | $71,050+10.9% | $93,606-15.8% | $80,856-2.5% |
| Participation rate | 28.6% | 60.4%-31.8pp | 68.7%-40.1pp | 67.6%-39.1pp |
| Annual return | 9.36% | 11.26%-1.9pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,618 | $1,564+3.5% | $2,420-33.1% | $2,755-41.3% |
| Participant deferral / active EE | $3,270 | $4,034-18.9% | $4,411-25.9% | $4,296-23.9% |
| Admin fee / account holder | $7,983 | $6,945+15.0% | $8,285-3.6% | $6,918+15.4% |