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 | $82,445 | $88,751-7.1% | $81,812+0.8% | $145,922-43.5% |
| Participation rate | 30.4% | 75.0%-44.6pp | 72.3%-41.9pp | 80.3%-49.8pp |
| Annual return | 3.77% | 1025.40%-1021.6pp | 773.79%-770.0pp | 561.29%-557.5pp |
| Employer contribution / active EE | $805 | $3,083-73.9% | $2,912-72.3% | $4,660-82.7% |
| Participant deferral / active EE | $1,763 | $4,643-62.0% | $4,319-59.2% | $6,688-73.6% |
| Admin fee / account holder | $1,328 | $8,415-84.2% | $7,386-82.0% | $13,397-90.1% |