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 | $201,261 | $159,901+25.9% | $146,958+37.0% | $145,922+37.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 9.31% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,384 | $5,286-73.8% | $4,933-71.9% | $4,660-70.3% |
| Participant deferral / active EE | $6,123 | $8,428-27.3% | $8,070-24.1% | $6,688-8.4% |
| Admin fee / account holder | $1,563 | $15,044-89.6% | $12,998-88.0% | $13,397-88.3% |