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 | $50,940 | $108,919-53.2% | $100,391-49.3% | $145,922-65.1% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 4.94% | 57.88%-52.9pp | 49.20%-44.3pp | 561.29%-556.3pp |
| Employer contribution / active EE | $3,561 | $4,419-19.4% | $3,942-9.7% | $4,660-23.6% |
| Participant deferral / active EE | $7,143 | $8,445-15.4% | $8,082-11.6% | $6,688+6.8% |
| Admin fee / account holder | $1,038 | $9,689-89.3% | $7,899-86.9% | $13,397-92.3% |