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 | $146,279 | $96,305+51.9% | $80,569+81.6% | $139,434+4.9% |
| Participation rate | 64.3% | 73.6%-9.3pp | 67.0%-2.7pp | 80.3%-16.0pp |
| Annual return | 9.90% | 1350.08%-1340.2pp | 935.43%-925.5pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,248 | $3,262-31.1% | $2,723-17.4% | $4,751-52.7% |
| Participant deferral / active EE | $3,121 | $5,232-40.4% | $4,447-29.8% | $6,710-53.5% |
| Admin fee / account holder | $6,716 | $6,599+1.8% | $5,377+24.9% | $11,403-41.1% |