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 | $162,240 | $88,751+82.8% | $81,812+98.3% | $145,922+11.2% |
| Participation rate | 31.3% | 75.0%-43.8pp | 72.3%-41.1pp | 80.3%-49.0pp |
| Annual return | 9.16% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,392 | $3,083-54.9% | $2,912-52.2% | $4,660-70.1% |
| Participant deferral / active EE | $4,071 | $4,643-12.3% | $4,319-5.7% | $6,688-39.1% |
| Admin fee / account holder | $1,904 | $8,415-77.4% | $7,386-74.2% | $13,397-85.8% |