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 8-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 | $134,092 | $74,888+79.1% | $71,209+88.3% | $142,382-5.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 8.22% | 345.14%-336.9pp | 282.51%-274.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,284 | $2,854+15.1% | $2,721+20.7% | $4,299-23.6% |
| Participant deferral / active EE | $4,105 | $4,454-7.8% | $4,175-1.7% | $6,507-36.9% |
| Admin fee / account holder | $1,218 | $5,568-78.1% | $5,349-77.2% | $12,624-90.4% |