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 | $83,830 | $111,724-25.0% | $93,606-10.4% | $145,922-42.6% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.6pp |
| Annual return | 6.77% | 202.98%-196.2pp | 133.20%-126.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,096 | $3,090-64.5% | $2,420-54.7% | $4,660-76.5% |
| Participant deferral / active EE | $2,138 | $4,912-56.5% | $4,411-51.5% | $6,688-68.0% |
| Admin fee / account holder | $933 | $10,250-90.9% | $8,285-88.7% | $13,397-93.0% |