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 9-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 | $24,784 | $74,888-66.9% | $71,209-65.2% | $142,382-82.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 9.50% | 345.14%-335.6pp | 282.51%-273.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,602 | $2,854-43.9% | $2,721-41.1% | $4,299-62.7% |
| Participant deferral / active EE | $2,288 | $4,454-48.6% | $4,175-45.2% | $6,507-64.8% |
| Admin fee / account holder | $4,404 | $5,568-20.9% | $5,349-17.7% | $12,624-65.1% |