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 | $215,779 | $180,449+19.6% | $154,107+40.0% | $135,375+59.4% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -9.22% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,327 | $6,035-78.0% | $5,298-75.0% | $4,779-72.2% |
| Participant deferral / active EE | $4,151 | $5,806-28.5% | $5,081-18.3% | $5,609-26.0% |
| Admin fee / account holder | $1,130 | $16,143-93.0% | $13,411-91.6% | $10,827-89.6% |