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 | $154,628 | $104,974+47.3% | $95,585+61.8% | $142,382+8.6% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 5.41% | 210.33%-204.9pp | 38.56%-33.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,983 | $2,779-28.6% | $2,527-21.5% | $4,299-53.9% |
| Participant deferral / active EE | $4,642 | $4,352+6.7% | $4,023+15.4% | $6,507-28.7% |
| Admin fee / account holder | $636 | $6,386-90.0% | $6,127-89.6% | $12,624-95.0% |