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 | $54,049 | $114,381-52.7% | $107,525-49.7% | $142,382-62.0% |
| Participation rate | 63.2% | 78.1%-15.0pp | 75.1%-11.9pp | 80.1%-17.0pp |
| Annual return | 10.66% | 242.71%-232.0pp | 181.32%-170.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,497 | $4,015-37.8% | $3,754-33.5% | $4,299-41.9% |
| Participant deferral / active EE | $4,781 | $5,564-14.1% | $5,116-6.5% | $6,507-26.5% |
| Admin fee / account holder | $1,006 | $9,860-89.8% | $8,919-88.7% | $12,624-92.0% |