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 4-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 | $57,467 | $89,753-36.0% | $107,525-46.6% | $84,808-32.2% |
| Participation rate | 60.7% | 68.1%-7.3pp | 75.1%-14.4pp | 68.3%-7.6pp |
| Annual return | 6.37% | 29.48%-23.1pp | 181.32%-174.9pp | 40.90%-34.5pp |
| Employer contribution / active EE | $3,097 | $3,113-0.5% | $3,754-17.5% | $2,631+17.7% |
| Participant deferral / active EE | $7,802 | $4,056+92.4% | $5,116+52.5% | $4,212+85.3% |
| Admin fee / account holder | $13,595 | $7,222+88.2% | $8,919+52.4% | $7,344+85.1% |