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 | $192,389 | $74,888+156.9% | $71,209+170.2% | $142,382+35.1% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 12.58% | 345.14%-332.6pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $10,114 | $2,854+254.3% | $2,721+271.7% | $4,299+135.3% |
| Participant deferral / active EE | $2,124 | $4,454-52.3% | $4,175-49.1% | $6,507-67.4% |
| Admin fee / account holder | $4,643 | $5,568-16.6% | $5,349-13.2% | $12,624-63.2% |