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 | $50,502 | $109,881-54.0% | $150,045-66.3% | $84,808-40.5% |
| Participation rate | 54.3% | 76.1%-21.7pp | 82.3%-28.0pp | 68.3%-14.0pp |
| Annual return | 14.15% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,004 | $3,561-43.7% | $4,693-57.3% | $2,631-23.8% |
| Participant deferral / active EE | $4,115 | $6,636-38.0% | $7,997-48.5% | $4,212-2.3% |
| Admin fee / account holder | $1,194 | $8,568-86.1% | $13,435-91.1% | $7,344-83.7% |