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 | $72,399 | $171,865-57.9% | $149,718-51.6% | $147,584-50.9% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 6.78% | 2113.22%-2106.4pp | 1501.63%-1494.8pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,599 | $6,275-74.5% | $5,445-70.6% | $4,876-67.2% |
| Participant deferral / active EE | $2,757 | $7,271-62.1% | $6,569-58.0% | $5,439-49.3% |
| Admin fee / account holder | $1,292 | $13,799-90.6% | $11,283-88.5% | $10,885-88.1% |