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 | $94,623 | $58,208+62.6% | $81,812+15.7% | $80,856+17.0% |
| Participation rate | 34.3% | 63.4%-29.1pp | 72.3%-38.1pp | 67.6%-33.4pp |
| Annual return | 7.88% | 41.66%-33.8pp | 773.79%-765.9pp | 35.59%-27.7pp |
| Employer contribution / active EE | $933 | $2,340-60.1% | $2,912-68.0% | $2,755-66.1% |
| Participant deferral / active EE | $2,079 | $3,281-36.6% | $4,319-51.9% | $4,296-51.6% |
| Admin fee / account holder | $1,211 | $4,981-75.7% | $7,386-83.6% | $6,918-82.5% |