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 | $39,641 | $117,983-66.4% | $101,794-61.1% | $142,382-72.2% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.2%-10.4pp | 80.1%-21.3pp |
| Annual return | 6.46% | 36.92%-30.5pp | 30.53%-24.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $813 | $2,773-70.7% | $2,289-64.5% | $4,299-81.1% |
| Participant deferral / active EE | $3,223 | $4,714-31.6% | $4,084-21.1% | $6,507-50.5% |
| Admin fee / account holder | $46,720 | $10,433+347.8% | $8,777+432.3% | $12,624+270.1% |