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 | $59,626 | $105,181-43.3% | $159,436-62.6% | $85,850-30.5% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.8%-29.0pp | 69.3%-15.5pp |
| Annual return | 10.24% | 45.07%-34.8pp | 263.57%-253.3pp | 318.53%-308.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,619 | $5,945-39.1% | $7,352-50.8% | $3,952-8.4% |
| Admin fee / account holder | $4,914 | $6,933-29.1% | $10,799-54.5% | $6,260-21.5% |