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 | $123,573 | $70,587+75.1% | $124,672-0.9% | $85,850+43.9% |
| Participation rate | 55.9% | 64.4%-8.5pp | 74.6%-18.7pp | 69.3%-13.4pp |
| Annual return | 8.82% | 20688.83%-20680.0pp | 5142.93%-5134.1pp | 318.53%-309.7pp |
| Employer contribution / active EE | $2,531 | $1,913+32.3% | $3,324-23.8% | $2,565-1.3% |
| Participant deferral / active EE | $5,637 | $2,969+89.9% | $4,614+22.2% | $3,952+42.6% |
| Admin fee / account holder | $4,713 | $5,282-10.8% | $7,493-37.1% | $6,260-24.7% |