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 | $237,033 | $217,402+9.0% | $185,823+27.6% | $167,490+41.5% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | -6.65% | 148.36%-155.0pp | 122.05%-128.7pp | 478.56%-485.2pp |
| Employer contribution / active EE | $1,399 | $5,873-76.2% | $5,167-72.9% | $4,837-71.1% |
| Participant deferral / active EE | $9,411 | $6,356+48.1% | $5,568+69.0% | $6,341+48.4% |
| Admin fee / account holder | $967 | $19,811-95.1% | $16,237-94.0% | $12,309-92.1% |