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 7-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 | $59,937 | $54,705+9.6% | $71,209-15.8% | $84,808-29.3% |
| Participation rate | 50.8% | 64.1%-13.3pp | 73.8%-23.0pp | 68.3%-17.5pp |
| Annual return | 12.67% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,531 | $2,158+63.6% | $2,721+29.8% | $2,631+34.2% |
| Participant deferral / active EE | $2,224 | $3,030-26.6% | $4,175-46.7% | $4,212-47.2% |
| Admin fee / account holder | $477 | $4,863-90.2% | $5,349-91.1% | $7,344-93.5% |