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 9-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 | $57,476 | $202,318-71.6% | $172,739-66.7% | $152,861-62.4% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 7.44% | 1029.65%-1022.2pp | 802.84%-795.4pp | 345.32%-337.9pp |
| Employer contribution / active EE | $3,638 | $5,856-37.9% | $5,143-29.3% | $4,762-23.6% |
| Participant deferral / active EE | $5,908 | $5,948-0.7% | $5,198+13.7% | $5,850+1.0% |
| Admin fee / account holder | $370 | $17,109-97.8% | $13,954-97.4% | $11,596-96.8% |