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 | $76,659 | $34,934+119.4% | $56,411+35.9% | $74,495+2.9% |
| Participation rate | 4.8% | 32.8%-28.0pp | 52.5%-47.6pp | 67.2%-62.4pp |
| Annual return | 6.73% | 25.94%-19.2pp | 1701.33%-1694.6pp | 1364.94%-1358.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $591 | $1,170-49.5% | $1,952-69.7% | $4,346-86.4% |
| Admin fee / account holder | $2,018 | $2,364-14.6% | $2,829-28.7% | $1,942+3.9% |