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 | $57,532 | $89,753-35.9% | $107,525-46.5% | $84,808-32.2% |
| Participation rate | 68.2% | 68.1%+0.1pp | 75.1%-6.9pp | 68.3%-0.1pp |
| Annual return | 11.52% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,288 | $3,113-26.5% | $3,754-39.0% | $2,631-13.0% |
| Participant deferral / active EE | $5,094 | $4,056+25.6% | $5,116-0.4% | $4,212+21.0% |
| Admin fee / account holder | $4,530 | $7,222-37.3% | $8,919-49.2% | $7,344-38.3% |