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 | $171,689 | $88,751+93.4% | $81,812+109.9% | $145,922+17.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 8.38% | 1025.40%-1017.0pp | 773.79%-765.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $780 | $3,083-74.7% | $2,912-73.2% | $4,660-83.3% |
| Participant deferral / active EE | $3,540 | $4,643-23.8% | $4,319-18.0% | $6,688-47.1% |
| Admin fee / account holder | $1,719 | $8,415-79.6% | $7,386-76.7% | $13,397-87.2% |