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 | $188,898 | $159,901+18.1% | $146,958+28.5% | $145,922+29.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 9.48% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,458 | $5,286-53.5% | $4,933-50.2% | $4,660-47.3% |
| Participant deferral / active EE | $6,755 | $8,428-19.9% | $8,070-16.3% | $6,688+1.0% |
| Admin fee / account holder | $2,572 | $15,044-82.9% | $12,998-80.2% | $13,397-80.8% |