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 | $35,222 | $189,613-81.4% | $167,512-79.0% | $142,382-75.3% |
| Participation rate | 30.0% | 80.1%-50.1pp | 77.1%-47.1pp | 80.1%-50.1pp |
| Annual return | 10.05% | 2024.68%-2014.6pp | 1615.79%-1605.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,457 | $6,981-79.1% | $6,405-77.3% | $6,507-77.6% |
| Admin fee / account holder | $2,669 | $10,528-74.7% | $9,769-72.7% | $12,624-78.9% |