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 | $98,446 | $88,751+10.9% | $81,812+20.3% | $145,922-32.5% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.3%-37.0pp | 80.3%-45.0pp |
| Annual return | 5.95% | 1025.40%-1019.4pp | 773.79%-767.8pp | 561.29%-555.3pp |
| Employer contribution / active EE | $850 | $3,083-72.4% | $2,912-70.8% | $4,660-81.8% |
| Participant deferral / active EE | $2,639 | $4,643-43.2% | $4,319-38.9% | $6,688-60.5% |
| Admin fee / account holder | $1,119 | $8,415-86.7% | $7,386-84.8% | $13,397-91.6% |