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 | $24,384 | $124,185-80.4% | $108,410-77.5% | $167,490-85.4% |
| Participation rate | 62.5% | 82.3%-19.8pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 5.76% | 1379.64%-1373.9pp | 905.27%-899.5pp | 478.56%-472.8pp |
| Employer contribution / active EE | $2,538 | $4,187-39.4% | $3,558-28.7% | $4,837-47.5% |
| Participant deferral / active EE | $5,527 | $6,908-20.0% | $6,563-15.8% | $6,341-12.8% |
| Admin fee / account holder | $5,269 | $9,455-44.3% | $7,295-27.8% | $12,309-57.2% |