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 | $170,351 | $118,849+43.3% | $96,562+76.4% | $167,490+1.7% |
| Participation rate | 30.0% | 75.5%-45.5pp | 69.8%-39.8pp | 82.1%-52.1pp |
| Annual return | 6.96% | 50.49%-43.5pp | 37.78%-30.8pp | 478.56%-471.6pp |
| Employer contribution / active EE | $1,269 | $3,120-59.3% | $2,356-46.2% | $4,837-73.8% |
| Participant deferral / active EE | $3,063 | $4,616-33.7% | $3,849-20.4% | $6,341-51.7% |
| Admin fee / account holder | $673 | $8,065-91.7% | $6,181-89.1% | $12,309-94.5% |