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 | $63,894 | $70,587-9.5% | $124,672-48.8% | $85,850-25.6% |
| Participation rate | 58.6% | 64.4%-5.8pp | 74.6%-16.0pp | 69.3%-10.7pp |
| Annual return | 10.41% | 20688.83%-20678.4pp | 5142.93%-5132.5pp | 318.53%-308.1pp |
| Employer contribution / active EE | $839 | $1,913-56.1% | $3,324-74.7% | $2,565-67.3% |
| Participant deferral / active EE | $1,587 | $2,969-46.5% | $4,614-65.6% | $3,952-59.8% |
| Admin fee / account holder | $1,597 | $5,282-69.8% | $7,493-78.7% | $6,260-74.5% |