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 | $149,797 | $109,327+37.0% | $89,391+67.6% | $158,922-5.7% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.0%-11.7pp | 82.0%-25.7pp |
| Annual return | 3.27% | 345.68%-342.4pp | 245.62%-242.3pp | 302.83%-299.6pp |
| Employer contribution / active EE | $1,132 | $3,170-64.3% | $2,586-56.2% | $4,761-76.2% |
| Participant deferral / active EE | $5,299 | $4,598+15.2% | $3,890+36.2% | $5,982-11.4% |
| Admin fee / account holder | $11,152 | $6,153+81.2% | $4,881+128.5% | $11,246-0.8% |