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 | $135,495 | $73,515+84.3% | $62,995+115.1% | $147,584-8.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 7.20% | 175.43%-168.2pp | 87.57%-80.4pp | 578.55%-571.3pp |
| Employer contribution / active EE | $14,640 | $3,320+340.9% | $2,759+430.7% | $4,876+200.2% |
| Participant deferral / active EE | $7,188 | $4,185+71.8% | $3,329+115.9% | $5,439+32.2% |
| Admin fee / account holder | $338 | $5,953-94.3% | $3,600-90.6% | $10,885-96.9% |