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 | $54,075 | $102,604-47.3% | $86,188-37.3% | $139,434-61.2% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 7.34% | 1922.51%-1915.2pp | 1168.45%-1161.1pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,510 | $3,032-50.2% | $2,380-36.6% | $4,751-68.2% |
| Participant deferral / active EE | $3,079 | $4,676-34.1% | $3,985-22.7% | $6,710-54.1% |
| Admin fee / account holder | $551 | $8,657-93.6% | $6,852-92.0% | $11,403-95.2% |