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 | $38,242 | $209,411-81.7% | $178,490-78.6% | $158,922-75.9% |
| Participation rate | 28.6% | 86.3%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 3.62% | 188.75%-185.1pp | 151.07%-147.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $1,350 | $5,706-76.3% | $5,011-73.1% | $4,761-71.7% |
| Participant deferral / active EE | $2,536 | $5,954-57.4% | $5,202-51.3% | $5,982-57.6% |
| Admin fee / account holder | $525 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |