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 | $76,144 | $138,044-44.8% | $125,339-39.2% | $134,475-43.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -27.66% | 750.33%-778.0pp | 572.05%-599.7pp | 417.96%-445.6pp |
| Employer contribution / active EE | $6,186 | $5,243+18.0% | $4,814+28.5% | $4,740+30.5% |
| Participant deferral / active EE | $23,333 | $7,799+199.2% | $7,446+213.4% | $6,400+264.6% |
| Admin fee / account holder | $412 | $11,571-96.4% | $10,010-95.9% | $11,426-96.4% |