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 8-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 | $85,085 | $96,635-12.0% | $86,612-1.8% | $139,434-39.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 10.44% | 106.41%-96.0pp | 591.07%-580.6pp | 372.94%-362.5pp |
| Employer contribution / active EE | $8,124 | $3,263+149.0% | $3,022+168.8% | $4,751+71.0% |
| Participant deferral / active EE | $7,126 | $4,836+47.4% | $4,438+60.6% | $6,710+6.2% |
| Admin fee / account holder | $1,474 | $6,408-77.0% | $5,614-73.8% | $11,403-87.1% |