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 | $169,495 | $105,998+59.9% | $92,233+83.8% | $147,584+14.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 9.53% | 50.05%-40.5pp | 176.28%-166.8pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,762 | $4,333-59.3% | $3,679-52.1% | $4,876-63.9% |
| Participant deferral / active EE | $11,811 | $4,478+163.8% | $3,897+203.1% | $5,439+117.2% |
| Admin fee / account holder | $391 | $6,332-93.8% | $5,194-92.5% | $10,885-96.4% |