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 | $124,061 | $114,381+8.5% | $107,525+15.4% | $142,382-12.9% |
| Participation rate | 64.3% | 78.1%-13.9pp | 75.1%-10.8pp | 80.1%-15.8pp |
| Annual return | 9.33% | 242.71%-233.4pp | 181.32%-172.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,855 | $4,015-53.8% | $3,754-50.6% | $4,299-56.8% |
| Participant deferral / active EE | $7,069 | $5,564+27.0% | $5,116+38.2% | $6,507+8.6% |
| Admin fee / account holder | $1,878 | $9,860-81.0% | $8,919-78.9% | $12,624-85.1% |