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 9-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 | $215,519 | $198,466+8.6% | $170,442+26.4% | $147,584+46.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 0.12% | 257.29%-257.2pp | 205.93%-205.8pp | 578.55%-578.4pp |
| Employer contribution / active EE | $2,816 | $6,184-54.5% | $5,433-48.2% | $4,876-42.3% |
| Participant deferral / active EE | $14,287 | $5,629+153.8% | $4,939+189.2% | $5,439+162.7% |
| Admin fee / account holder | $218,509 | $16,852+1196.7% | $13,880+1474.2% | $10,885+1907.4% |