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 7-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 | $94,547 | $74,888+26.3% | $71,209+32.8% | $142,382-33.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 6.57% | 345.14%-338.6pp | 282.51%-275.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $25,860 | $2,854+806.0% | $2,721+850.4% | $4,299+501.5% |
| Participant deferral / active EE | $15,500 | $4,454+248.0% | $4,175+271.2% | $6,507+138.2% |
| Admin fee / account holder | $1,567 | $5,568-71.9% | $5,349-70.7% | $12,624-87.6% |