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 | $120,474 | $165,335-27.1% | $149,696-19.5% | $158,922-24.2% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 6.87% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $2,786 | $5,103-45.4% | $4,644-40.0% | $4,761-41.5% |
| Participant deferral / active EE | $5,819 | $7,181-19.0% | $6,842-15.0% | $5,982-2.7% |
| Admin fee / account holder | $15,803 | $10,807+46.2% | $9,309+69.8% | $11,246+40.5% |