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 10-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 | $116,517 | $150,440-22.5% | $136,294-14.5% | $147,584-21.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 6.71% | 1049.08%-1042.4pp | 5155.94%-5149.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $2,600 | $5,256-50.5% | $4,695-44.6% | $4,876-46.7% |
| Participant deferral / active EE | $2,600 | $6,630-60.8% | $6,247-58.4% | $5,439-52.2% |
| Admin fee / account holder | $6,500 | $10,905-40.4% | $9,243-29.7% | $10,885-40.3% |