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 9-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 | $113,916 | $74,888+52.1% | $71,209+60.0% | $142,382-20.0% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 8.07% | 345.14%-337.1pp | 282.51%-274.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $2,035 | $2,854-28.7% | $2,721-25.2% | $4,299-52.7% |
| Participant deferral / active EE | $5,676 | $4,454+27.4% | $4,175+36.0% | $6,507-12.8% |
| Admin fee / account holder | $2,168 | $5,568-61.1% | $5,349-59.5% | $12,624-82.8% |