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 | $70,148 | $83,902-16.4% | $167,512-58.1% | $84,808-17.3% |
| Participation rate | 69.7% | 66.5%+3.2pp | 77.1%-7.4pp | 68.3%+1.4pp |
| Annual return | 9.56% | 91.55%-82.0pp | 1615.79%-1606.2pp | 40.90%-31.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,496 | $4,442+1.2% | $6,405-29.8% | $4,212+6.8% |
| Admin fee / account holder | $2,899 | $7,915-63.4% | $9,769-70.3% | $7,344-60.5% |