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 6-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 | $43,334 | $74,888-42.1% | $71,209-39.1% | $142,382-69.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 10.60% | 345.14%-334.5pp | 282.51%-271.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,338 | $2,854-53.1% | $2,721-50.8% | $4,299-68.9% |
| Participant deferral / active EE | $2,593 | $4,454-41.8% | $4,175-37.9% | $6,507-60.2% |
| Admin fee / account holder | $956 | $5,568-82.8% | $5,349-82.1% | $12,624-92.4% |