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 6-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 | $100,508 | $154,117-34.8% | $129,995-22.7% | $139,434-27.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 6.99% | 32.48%-25.5pp | -137.18%+144.2pp | 372.94%-366.0pp |
| Employer contribution / active EE | $14,873 | $5,289+181.2% | $4,320+244.3% | $4,751+213.1% |
| Participant deferral / active EE | $10,000 | $6,710+49.0% | $5,820+71.8% | $6,710+49.0% |
| Admin fee / account holder | $946 | $14,007-93.2% | $10,614-91.1% | $11,403-91.7% |