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 | $132,761 | $70,587+88.1% | $124,672+6.5% | $85,850+54.6% |
| Participation rate | 56.0% | 64.4%-8.4pp | 74.6%-18.6pp | 69.3%-13.3pp |
| Annual return | 9.78% | 20688.83%-20679.0pp | 5142.93%-5133.2pp | 318.53%-308.8pp |
| Employer contribution / active EE | $923 | $1,913-51.8% | $3,324-72.2% | $2,565-64.0% |
| Participant deferral / active EE | $3,081 | $2,969+3.8% | $4,614-33.2% | $3,952-22.0% |
| Admin fee / account holder | $647 | $5,282-87.8% | $7,493-91.4% | $6,260-89.7% |