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 | $173,781 | $96,635+79.8% | $86,612+100.6% | $139,434+24.6% |
| Participation rate | 21.7% | 74.4%-52.7pp | 71.7%-50.0pp | 80.3%-58.6pp |
| Annual return | 8.44% | 106.41%-98.0pp | 591.07%-582.6pp | 372.94%-364.5pp |
| Employer contribution / active EE | $774 | $3,263-76.3% | $3,022-74.4% | $4,751-83.7% |
| Participant deferral / active EE | $3,784 | $4,836-21.7% | $4,438-14.7% | $6,710-43.6% |
| Admin fee / account holder | $47,562 | $6,408+642.2% | $5,614+747.2% | $11,403+317.1% |