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 | $78,250 | $114,381-31.6% | $107,525-27.2% | $142,382-45.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 11.63% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,541 | $4,015-11.8% | $3,754-5.7% | $4,299-17.6% |
| Participant deferral / active EE | $6,868 | $5,564+23.4% | $5,116+34.2% | $6,507+5.5% |
| Admin fee / account holder | $67,697 | $9,860+586.6% | $8,919+659.0% | $12,624+436.3% |