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 | $84,972 | $159,901-46.9% | $146,958-42.2% | $145,922-41.8% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 9.60% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,708 | $5,286-48.8% | $4,933-45.1% | $4,660-41.9% |
| Participant deferral / active EE | $6,980 | $8,428-17.2% | $8,070-13.5% | $6,688+4.4% |
| Admin fee / account holder | $2,472 | $15,044-83.6% | $12,998-81.0% | $13,397-81.5% |