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 4-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 | $35,625 | $88,751-59.9% | $81,812-56.5% | $145,922-75.6% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 4.98% | 1025.40%-1020.4pp | 773.79%-768.8pp | 561.29%-556.3pp |
| Employer contribution / active EE | $959 | $3,083-68.9% | $2,912-67.1% | $4,660-79.4% |
| Participant deferral / active EE | $2,607 | $4,643-43.9% | $4,319-39.6% | $6,688-61.0% |
| Admin fee / account holder | $1,034 | $8,415-87.7% | $7,386-86.0% | $13,397-92.3% |