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 | $59,169 | $150,440-60.7% | $136,294-56.6% | $147,584-59.9% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 7.01% | 1049.08%-1042.1pp | 5155.94%-5148.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $1,337 | $5,256-74.6% | $4,695-71.5% | $4,876-72.6% |
| Participant deferral / active EE | $2,873 | $6,630-56.7% | $6,247-54.0% | $5,439-47.2% |
| Admin fee / account holder | $714 | $10,905-93.5% | $9,243-92.3% | $10,885-93.4% |