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 6-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 | $14,481 | $88,751-83.7% | $81,812-82.3% | $145,922-90.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.94% | 1025.40%-1017.5pp | 773.79%-765.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,024 | $3,083-66.8% | $2,912-64.8% | $4,660-78.0% |
| Participant deferral / active EE | $1,386 | $4,643-70.2% | $4,319-67.9% | $6,688-79.3% |
| Admin fee / account holder | $4,459 | $8,415-47.0% | $7,386-39.6% | $13,397-66.7% |