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 | $69,125 | $176,056-60.7% | $159,436-56.6% | $167,490-58.7% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | -1.48% | 331.75%-333.2pp | 263.57%-265.1pp | 478.56%-480.0pp |
| Employer contribution / active EE | $2,684 | $5,297-49.3% | $4,829-44.4% | $4,837-44.5% |
| Participant deferral / active EE | $7,872 | $7,750+1.6% | $7,352+7.1% | $6,341+24.1% |
| Admin fee / account holder | $12,965 | $12,554+3.3% | $10,799+20.1% | $12,309+5.3% |