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 | $93,781 | $107,334-12.6% | $92,893+1.0% | $152,861-38.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 3.91% | 145.58%-141.7pp | 109.41%-105.5pp | 345.32%-341.4pp |
| Employer contribution / active EE | $2,541 | $4,221-39.8% | $3,653-30.4% | $4,762-46.6% |
| Participant deferral / active EE | $4,450 | $4,845-8.1% | $4,236+5.1% | $5,850-23.9% |
| Admin fee / account holder | $702 | $7,079-90.1% | $5,794-87.9% | $11,596-93.9% |