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 | $170,343 | $88,751+91.9% | $81,812+108.2% | $145,922+16.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 9.04% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,890 | $3,083-38.7% | $2,912-35.1% | $4,660-59.4% |
| Participant deferral / active EE | $6,170 | $4,643+32.9% | $4,319+42.9% | $6,688-7.7% |
| Admin fee / account holder | $953 | $8,415-88.7% | $7,386-87.1% | $13,397-92.9% |