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 9-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 | $84,009 | $114,381-26.6% | $107,525-21.9% | $142,382-41.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 10.58% | 242.71%-232.1pp | 181.32%-170.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,152 | $4,015-21.5% | $3,754-16.0% | $4,299-26.7% |
| Participant deferral / active EE | $5,821 | $5,564+4.6% | $5,116+13.8% | $6,507-10.6% |
| Admin fee / account holder | $3,500 | $9,860-64.5% | $8,919-60.8% | $12,624-72.3% |