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 | $160,280 | $107,334+49.3% | $92,893+72.5% | $152,861+4.9% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.4%-13.2pp |
| Annual return | 3.67% | 145.58%-141.9pp | 109.41%-105.7pp | 345.32%-341.6pp |
| Employer contribution / active EE | $3,376 | $4,221-20.0% | $3,653-7.6% | $4,762-29.1% |
| Participant deferral / active EE | $3,467 | $4,845-28.4% | $4,236-18.2% | $5,850-40.7% |
| Admin fee / account holder | $30,715 | $7,079+333.9% | $5,794+430.1% | $11,596+164.9% |