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 | $119,088 | $74,888+59.0% | $71,209+67.2% | $142,382-16.4% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.1%-45.1pp |
| Annual return | 10.92% | 345.14%-334.2pp | 282.51%-271.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $522 | $2,854-81.7% | $2,721-80.8% | $4,299-87.9% |
| Participant deferral / active EE | $6,055 | $4,454+35.9% | $4,175+45.0% | $6,507-6.9% |
| Admin fee / account holder | $6,481 | $5,568+16.4% | $5,349+21.2% | $12,624-48.7% |