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 8-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 | $135,488 | $189,613-28.5% | $167,512-19.1% | $142,382-4.8% |
| Participation rate | 63.6% | 80.1%-16.5pp | 77.1%-13.4pp | 80.1%-16.5pp |
| Annual return | 9.22% | 2024.68%-2015.5pp | 1615.79%-1606.6pp | 217.08%-207.9pp |
| Employer contribution / active EE | $4,014 | $4,349-7.7% | $3,882+3.4% | $4,299-6.6% |
| Participant deferral / active EE | $10,889 | $6,981+56.0% | $6,405+70.0% | $6,507+67.3% |
| Admin fee / account holder | $14,758 | $10,528+40.2% | $9,769+51.1% | $12,624+16.9% |