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 3-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 | $11,831 | $189,613-93.8% | $167,512-92.9% | $142,382-91.7% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 5.59% | 2024.68%-2019.1pp | 1615.79%-1610.2pp | 217.08%-211.5pp |
| Employer contribution / active EE | $767 | $4,349-82.4% | $3,882-80.2% | $4,299-82.2% |
| Participant deferral / active EE | $1,994 | $6,981-71.4% | $6,405-68.9% | $6,507-69.4% |
| Admin fee / account holder | $5,563 | $10,528-47.2% | $9,769-43.1% | $12,624-55.9% |