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 8-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 | $24,332 | $100,773-75.9% | $88,946-72.6% | $142,382-82.9% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.8%-5.2pp | 80.1%-16.5pp |
| Annual return | 9.88% | 70.18%-60.3pp | 57.82%-47.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,283 | $2,918-56.0% | $2,555-49.8% | $4,299-70.2% |
| Participant deferral / active EE | $1,617 | $5,230-69.1% | $4,581-64.7% | $6,507-75.2% |
| Admin fee / account holder | $9,499 | $9,693-2.0% | $8,261+15.0% | $12,624-24.8% |