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 | $63,099 | $104,907-39.9% | $84,611-25.4% | $152,861-58.7% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 0.63% | 373.79%-373.2pp | 258.74%-258.1pp | 345.32%-344.7pp |
| Employer contribution / active EE | $2,959 | $3,302-10.4% | $2,652+11.6% | $4,762-37.9% |
| Participant deferral / active EE | $2,959 | $4,688-36.9% | $3,899-24.1% | $5,850-49.4% |
| Admin fee / account holder | $1,997 | $6,241-68.0% | $4,912-59.3% | $11,596-82.8% |