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 | $85,233 | $88,751-4.0% | $81,812+4.2% | $145,922-41.6% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.3%-26.2pp | 80.3%-34.1pp |
| Annual return | 5.87% | 1025.40%-1019.5pp | 773.79%-767.9pp | 561.29%-555.4pp |
| Employer contribution / active EE | $909 | $3,083-70.5% | $2,912-68.8% | $4,660-80.5% |
| Participant deferral / active EE | $5,581 | $4,643+20.2% | $4,319+29.2% | $6,688-16.6% |
| Admin fee / account holder | $3,701 | $8,415-56.0% | $7,386-49.9% | $13,397-72.4% |