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 7-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 | $49,625 | $72,400-31.5% | $67,502-26.5% | $145,922-66.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 8.63% | 7182.46%-7173.8pp | 3512.12%-3503.5pp | 561.29%-552.7pp |
| Employer contribution / active EE | $840 | $3,069-72.6% | $2,731-69.3% | $4,660-82.0% |
| Participant deferral / active EE | $5,625 | $4,783+17.6% | $4,000+40.6% | $6,688-15.9% |
| Admin fee / account holder | $409 | $5,539-92.6% | $3,998-89.8% | $13,397-96.9% |