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 | $140,512 | $83,902+67.5% | $167,512-16.1% | $84,808+65.7% |
| Participation rate | 53.1% | 66.5%-13.3pp | 77.1%-23.9pp | 68.3%-15.2pp |
| Annual return | 10.94% | 91.55%-80.6pp | 1615.79%-1604.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $888 | $2,264-60.8% | $3,882-77.1% | $2,631-66.3% |
| Participant deferral / active EE | $3,552 | $4,442-20.1% | $6,405-44.5% | $4,212-15.7% |
| Admin fee / account holder | $19,009 | $7,915+140.2% | $9,769+94.6% | $7,344+158.8% |