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 5-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 | $40,356 | $165,984-75.7% | $164,813-75.5% | $145,922-72.3% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 7.40% | 100.03%-92.6pp | 69.93%-62.5pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,940 | $5,273-63.2% | $4,341-55.3% | $4,660-58.4% |
| Participant deferral / active EE | $4,855 | $6,959-30.2% | $6,031-19.5% | $6,688-27.4% |
| Admin fee / account holder | $6,947 | $16,648-58.3% | $12,690-45.3% | $13,397-48.1% |