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 | $127,391 | $158,398-19.6% | $126,539+0.7% | $142,382-10.5% |
| Participation rate | 63.6% | 75.8%-12.2pp | 69.8%-6.2pp | 80.1%-16.5pp |
| Annual return | 8.80% | 593.76%-585.0pp | 425.95%-417.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,382 | $4,650-70.3% | $3,674-62.4% | $4,299-67.8% |
| Participant deferral / active EE | $4,474 | $4,767-6.1% | $4,083+9.6% | $6,507-31.2% |
| Admin fee / account holder | $3,950 | $6,918-42.9% | $6,065-34.9% | $12,624-68.7% |