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 | $242,192 | $124,281+94.9% | $109,143+121.9% | $167,490+44.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | -0.18% | 26.04%-26.2pp | 25.75%-25.9pp | 478.56%-478.7pp |
| Employer contribution / active EE | $4,570 | $4,207+8.6% | $3,722+22.8% | $4,837-5.5% |
| Participant deferral / active EE | $10,289 | $5,255+95.8% | $4,653+121.1% | $6,341+62.3% |
| Admin fee / account holder | $4,910 | $7,970-38.4% | $6,752-27.3% | $12,309-60.1% |