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 | $77,618 | $150,440-48.4% | $136,294-43.1% | $147,584-47.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 2.01% | 1049.08%-1047.1pp | 5155.94%-5153.9pp | 578.55%-576.5pp |
| Employer contribution / active EE | $1,470 | $5,256-72.0% | $4,695-68.7% | $4,876-69.9% |
| Participant deferral / active EE | $6,264 | $6,630-5.5% | $6,247+0.3% | $5,439+15.2% |
| Admin fee / account holder | $25,800 | $10,905+136.6% | $9,243+179.1% | $10,885+137.0% |