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 | $106,447 | $183,519-42.0% | $155,509-31.5% | $145,922-27.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.13% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,508 | $5,313-52.8% | $4,672-46.3% | $4,660-46.2% |
| Participant deferral / active EE | $3,879 | $6,462-40.0% | $5,626-31.1% | $6,688-42.0% |
| Admin fee / account holder | $5,654 | $19,313-70.7% | $15,912-64.5% | $13,397-57.8% |