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 | $59,156 | $159,901-63.0% | $146,958-59.7% | $145,922-59.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 4.36% | 98.13%-93.8pp | 418.34%-414.0pp | 561.29%-556.9pp |
| Employer contribution / active EE | $3,079 | $5,286-41.8% | $4,933-37.6% | $4,660-33.9% |
| Participant deferral / active EE | $6,597 | $8,428-21.7% | $8,070-18.3% | $6,688-1.4% |
| Admin fee / account holder | $2,650 | $15,044-82.4% | $12,998-79.6% | $13,397-80.2% |