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 | $161,885 | $114,381+41.5% | $107,525+50.6% | $142,382+13.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 8.86% | 242.71%-233.8pp | 181.32%-172.5pp | 217.08%-208.2pp |
| Employer contribution / active EE | $2,380 | $4,015-40.7% | $3,754-36.6% | $4,299-44.6% |
| Participant deferral / active EE | $3,108 | $5,564-44.1% | $5,116-39.2% | $6,507-52.2% |
| Admin fee / account holder | $150,728 | $9,860+1428.7% | $8,919+1590.0% | $12,624+1094.0% |