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 | $89,256 | $88,751+0.6% | $81,812+9.1% | $145,922-38.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 8.08% | 1025.40%-1017.3pp | 773.79%-765.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,096 | $3,083-64.5% | $2,912-62.4% | $4,660-76.5% |
| Participant deferral / active EE | $3,982 | $4,643-14.2% | $4,319-7.8% | $6,688-40.5% |
| Admin fee / account holder | $2,856 | $8,415-66.1% | $7,386-61.3% | $13,397-78.7% |