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 | $127,121 | $58,208+118.4% | $81,812+55.4% | $80,856+57.2% |
| Participation rate | 42.6% | 63.4%-20.9pp | 72.3%-29.8pp | 67.6%-25.1pp |
| Annual return | 10.77% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,922 | $2,340-17.9% | $2,912-34.0% | $2,755-30.2% |
| Participant deferral / active EE | $3,679 | $3,281+12.1% | $4,319-14.8% | $4,296-14.4% |
| Admin fee / account holder | $18,151 | $4,981+264.4% | $7,386+145.7% | $6,918+162.4% |