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 | $234,696 | $111,724+110.1% | $93,606+150.7% | $145,922+60.8% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 2.97% | 202.98%-200.0pp | 133.20%-130.2pp | 561.29%-558.3pp |
| Employer contribution / active EE | $1,097 | $3,090-64.5% | $2,420-54.7% | $4,660-76.5% |
| Participant deferral / active EE | $1,510 | $4,912-69.3% | $4,411-65.8% | $6,688-77.4% |
| Admin fee / account holder | $2,400 | $10,250-76.6% | $8,285-71.0% | $13,397-82.1% |