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 | $111,091 | $57,281+93.9% | $86,612+28.3% | $75,163+47.8% |
| Participation rate | 48.8% | 63.2%-14.4pp | 71.7%-22.9pp | 67.2%-18.4pp |
| Annual return | 11.09% | 2670.75%-2659.7pp | 591.07%-580.0pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,267 | $2,314-2.1% | $3,022-25.0% | $2,670-15.1% |
| Participant deferral / active EE | $3,847 | $3,318+16.0% | $4,438-13.3% | $4,125-6.7% |
| Admin fee / account holder | $38,803 | $4,112+843.7% | $5,614+591.2% | $5,651+586.7% |