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 | $220,930 | $112,096+97.1% | $95,952+130.3% | $158,922+39.0% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 5.96% | 171.09%-165.1pp | 91.61%-85.6pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,612 | $3,198-49.6% | $2,541-36.5% | $4,761-66.1% |
| Participant deferral / active EE | $6,164 | $4,784+28.8% | $4,167+47.9% | $5,982+3.0% |
| Admin fee / account holder | $10,479 | $10,130+3.4% | $6,795+54.2% | $11,246-6.8% |