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 | $55,232 | $81,625-32.3% | $167,512-67.0% | $74,304-25.7% |
| Participation rate | 26.5% | 60.0%-33.6pp | 77.1%-50.6pp | 60.3%-33.9pp |
| Annual return | 8.96% | 26.09%-17.1pp | 1615.79%-1606.8pp | 29.43%-20.5pp |
| Employer contribution / active EE | $690 | $2,010-65.7% | $3,882-82.2% | $2,241-69.2% |
| Participant deferral / active EE | $1,459 | $4,115-64.5% | $6,405-77.2% | $3,767-61.3% |
| Admin fee / account holder | $2,445 | $3,474-29.6% | $9,769-75.0% | $2,969-17.6% |