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 | $70,795 | $158,398-55.3% | $126,539-44.1% | $142,382-50.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 6.80% | 593.76%-587.0pp | 425.95%-419.1pp | 217.08%-210.3pp |
| Employer contribution / active EE | $31,000 | $4,650+566.7% | $3,674+743.8% | $4,299+621.1% |
| Participant deferral / active EE | $20,667 | $4,767+333.6% | $4,083+406.2% | $6,507+217.6% |
| Admin fee / account holder | $2,172 | $6,918-68.6% | $6,065-64.2% | $12,624-82.8% |