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 | $172,918 | $88,751+94.8% | $81,812+111.4% | $145,922+18.5% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 4.76% | 1025.40%-1020.6pp | 773.79%-769.0pp | 561.29%-556.5pp |
| Employer contribution / active EE | $3,708 | $3,083+20.3% | $2,912+27.3% | $4,660-20.4% |
| Participant deferral / active EE | $7,865 | $4,643+69.4% | $4,319+82.1% | $6,688+17.6% |
| Admin fee / account holder | $239,833 | $8,415+2749.9% | $7,386+3147.1% | $13,397+1690.2% |