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 | $57,473 | $74,888-23.3% | $71,209-19.3% | $142,382-59.6% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 9.00% | 345.14%-336.1pp | 282.51%-273.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,101 | $2,854-61.4% | $2,721-59.5% | $4,299-74.4% |
| Participant deferral / active EE | $1,389 | $4,454-68.8% | $4,175-66.7% | $6,507-78.7% |
| Admin fee / account holder | $326 | $5,568-94.1% | $5,349-93.9% | $12,624-97.4% |