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 7-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 | $83,589 | $96,305-13.2% | $80,569+3.7% | $139,434-40.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 9.73% | 1350.08%-1340.4pp | 935.43%-925.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,302 | $3,262-60.1% | $2,723-52.2% | $4,751-72.6% |
| Participant deferral / active EE | $2,767 | $5,232-47.1% | $4,447-37.8% | $6,710-58.8% |
| Admin fee / account holder | $338 | $6,599-94.9% | $5,377-93.7% | $11,403-97.0% |