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 4-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 | $34,998 | $165,984-78.9% | $164,813-78.8% | $145,922-76.0% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.6pp |
| Annual return | 8.59% | 100.03%-91.4pp | 69.93%-61.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,107 | $5,273-60.0% | $4,341-51.5% | $4,660-54.8% |
| Participant deferral / active EE | $5,056 | $6,959-27.3% | $6,031-16.2% | $6,688-24.4% |
| Admin fee / account holder | $7,119 | $16,648-57.2% | $12,690-43.9% | $13,397-46.9% |