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 5-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 | $113,044 | $74,888+50.9% | $71,209+58.7% | $142,382-20.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 12.70% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,237 | $2,854-56.7% | $2,721-54.5% | $4,299-71.2% |
| Participant deferral / active EE | $10,333 | $4,454+132.0% | $4,175+147.5% | $6,507+58.8% |
| Admin fee / account holder | $2,000 | $5,568-64.1% | $5,349-62.6% | $12,624-84.2% |