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 | $64,399 | $58,208+10.6% | $81,812-21.3% | $80,856-20.4% |
| Participation rate | 68.1% | 63.4%+4.7pp | 72.3%-4.3pp | 67.6%+0.4pp |
| Annual return | 9.81% | 41.66%-31.9pp | 773.79%-764.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,241 | $2,340-46.9% | $2,912-57.4% | $2,755-54.9% |
| Participant deferral / active EE | $2,609 | $3,281-20.5% | $4,319-39.6% | $4,296-39.3% |
| Admin fee / account holder | $2,132 | $4,981-57.2% | $7,386-71.1% | $6,918-69.2% |