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 | $42,675 | $88,751-51.9% | $81,812-47.8% | $145,922-70.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 6.86% | 1025.40%-1018.5pp | 773.79%-766.9pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,045 | $3,083-66.1% | $2,912-64.1% | $4,660-77.6% |
| Participant deferral / active EE | $1,365 | $4,643-70.6% | $4,319-68.4% | $6,688-79.6% |
| Admin fee / account holder | $4,810 | $8,415-42.8% | $7,386-34.9% | $13,397-64.1% |