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 | $133,646 | $107,334+24.5% | $92,893+43.9% | $152,861-12.6% |
| Participation rate | 52.2% | 79.8%-27.6pp | 76.0%-23.8pp | 82.4%-30.3pp |
| Annual return | 6.70% | 145.58%-138.9pp | 109.41%-102.7pp | 345.32%-338.6pp |
| Employer contribution / active EE | $830 | $4,221-80.3% | $3,653-77.3% | $4,762-82.6% |
| Participant deferral / active EE | $2,216 | $4,845-54.3% | $4,236-47.7% | $5,850-62.1% |
| Admin fee / account holder | $393 | $7,079-94.4% | $5,794-93.2% | $11,596-96.6% |