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 10-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 | $83,458 | $96,635-13.6% | $86,612-3.6% | $139,434-40.1% |
| Participation rate | 15.4% | 74.4%-59.0pp | 71.7%-56.3pp | 80.3%-64.9pp |
| Annual return | 7.46% | 106.41%-99.0pp | 591.07%-583.6pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,301 | $3,263-29.5% | $3,022-23.9% | $4,751-51.6% |
| Participant deferral / active EE | $4,894 | $4,836+1.2% | $4,438+10.3% | $6,710-27.1% |
| Admin fee / account holder | $4,280 | $6,408-33.2% | $5,614-23.8% | $11,403-62.5% |