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 8-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 | $79,519 | $30,400+161.6% | $53,898+47.5% | $84,808-6.2% |
| Participation rate | 10.6% | 46.4%-35.8pp | 55.0%-44.4pp | 68.3%-57.7pp |
| Annual return | 14.39% | 500.19%-485.8pp | 528.60%-514.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $126 | $603-79.1% | $932-86.5% | $2,631-95.2% |
| Participant deferral / active EE | $552 | $1,199-53.9% | $1,826-69.8% | $4,212-86.9% |
| Admin fee / account holder | $538 | $1,993-73.0% | $2,491-78.4% | $7,344-92.7% |