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 | $76,511 | $27,915+174.1% | $58,482+30.8% | $75,163+1.8% |
| Participation rate | 64.3% | 38.8%+25.5pp | 50.9%+13.4pp | 67.2%-2.9pp |
| Annual return | 14.66% | 44.20%-29.5pp | 4239.32%-4224.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,411 | $669+110.9% | $1,053+33.9% | $2,670-47.2% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $802 | $1,726-53.5% | $2,516-68.1% | $5,651-85.8% |