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 | $44,286 | $111,754-60.4% | $103,333-57.1% | $145,922-69.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.13% | 24.77%-17.6pp | 24.88%-17.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,914 | $4,212-54.6% | $3,868-50.5% | $4,660-58.9% |
| Participant deferral / active EE | $3,000 | $5,619-46.6% | $5,057-40.7% | $6,688-55.1% |
| Admin fee / account holder | $1,195 | $9,750-87.7% | $8,355-85.7% | $13,397-91.1% |