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 | $112,793 | $102,604+9.9% | $86,188+30.9% | $139,434-19.1% |
| Participation rate | 34.8% | 74.5%-39.7pp | 69.0%-34.2pp | 80.3%-45.5pp |
| Annual return | 0.07% | 1922.51%-1922.4pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,091 | $3,032-64.0% | $2,380-54.2% | $4,751-77.0% |
| Participant deferral / active EE | $3,488 | $4,676-25.4% | $3,985-12.5% | $6,710-48.0% |
| Admin fee / account holder | $2,127 | $8,657-75.4% | $6,852-68.9% | $11,403-81.3% |