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 | $142,076 | $99,640+42.6% | $86,436+64.4% | $134,475+5.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -22.86% | 6782.58%-6805.4pp | 4394.89%-4417.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,484 | $4,400-43.6% | $3,769-34.1% | $4,740-47.6% |
| Participant deferral / active EE | $8,865 | $7,246+22.3% | $6,952+27.5% | $6,400+38.5% |
| Admin fee / account holder | $742 | $8,371-91.1% | $6,731-89.0% | $11,426-93.5% |