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 | $39,842 | $107,334-62.9% | $92,893-57.1% | $152,861-73.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 11.12% | 145.58%-134.5pp | 109.41%-98.3pp | 345.32%-334.2pp |
| Employer contribution / active EE | $1,635 | $4,221-61.3% | $3,653-55.2% | $4,762-65.7% |
| Participant deferral / active EE | $6,146 | $4,845+26.9% | $4,236+45.1% | $5,850+5.1% |
| Admin fee / account holder | $1,805 | $7,079-74.5% | $5,794-68.9% | $11,596-84.4% |