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 | $84,783 | $100,852-15.9% | $90,404-6.2% | $158,922-46.7% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 4.10% | 1724.20%-1720.1pp | 1293.02%-1288.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $4,526 | $3,689+22.7% | $3,262+38.7% | $4,761-4.9% |
| Participant deferral / active EE | $8,954 | $4,348+105.9% | $3,963+125.9% | $5,982+49.7% |
| Admin fee / account holder | $17,316 | $6,501+166.4% | $5,611+208.6% | $11,246+54.0% |