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 5-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 | $81,597 | $210,648-61.3% | $177,989-54.2% | $145,922-44.1% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 5.80% | 385.86%-380.1pp | 294.48%-288.7pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,552 | $4,565-66.0% | $3,949-60.7% | $4,660-66.7% |
| Participant deferral / active EE | $4,356 | $6,958-37.4% | $6,276-30.6% | $6,688-34.9% |
| Admin fee / account holder | $2,950 | $12,013-75.4% | $10,363-71.5% | $13,397-78.0% |