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 | $125,961 | $88,751+41.9% | $81,812+54.0% | $145,922-13.7% |
| Participation rate | 30.4% | 75.0%-44.6pp | 72.3%-41.9pp | 80.3%-49.8pp |
| Annual return | 5.87% | 1025.40%-1019.5pp | 773.79%-767.9pp | 561.29%-555.4pp |
| Employer contribution / active EE | $349 | $3,083-88.7% | $2,912-88.0% | $4,660-92.5% |
| Participant deferral / active EE | $2,992 | $4,643-35.6% | $4,319-30.7% | $6,688-55.3% |
| Admin fee / account holder | $44,631 | $8,415+430.4% | $7,386+504.3% | $13,397+233.1% |