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 | $83,359 | $30,400+174.2% | $53,898+54.7% | $84,808-1.7% |
| Participation rate | 25.0% | 46.4%-21.4pp | 55.0%-30.0pp | 68.3%-43.3pp |
| Annual return | 12.42% | 500.19%-487.8pp | 528.60%-516.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $571 | $603-5.3% | $932-38.8% | $2,631-78.3% |
| Participant deferral / active EE | $4,007 | $1,199+234.3% | $1,826+119.4% | $4,212-4.9% |
| Admin fee / account holder | $317 | $1,993-84.1% | $2,491-87.3% | $7,344-95.7% |