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 10-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 | $70,593 | $88,751-20.5% | $81,812-13.7% | $145,922-51.6% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.3%-36.6pp | 80.3%-44.6pp |
| Annual return | 9.10% | 1025.40%-1016.3pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $585 | $3,083-81.0% | $2,912-79.9% | $4,660-87.4% |
| Participant deferral / active EE | $845 | $4,643-81.8% | $4,319-80.4% | $6,688-87.4% |
| Admin fee / account holder | $1,155 | $8,415-86.3% | $7,386-84.4% | $13,397-91.4% |