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 | $67,689 | $202,432-66.6% | $169,368-60.0% | $139,434-51.5% |
| Participation rate | 54.5% | 81.1%-26.5pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 6.84% | 531.74%-524.9pp | 405.60%-398.8pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,187 | $4,692-74.7% | $4,013-70.4% | $4,751-75.0% |
| Participant deferral / active EE | $8,276 | $6,938+19.3% | $6,221+33.0% | $6,710+23.3% |
| Admin fee / account holder | $9,816 | $10,708-8.3% | $9,003+9.0% | $11,403-13.9% |