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 | $171,151 | $209,411-18.3% | $178,490-4.1% | $158,922+7.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 2.94% | 188.75%-185.8pp | 151.07%-148.1pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,906 | $5,706-66.6% | $5,011-62.0% | $4,761-60.0% |
| Participant deferral / active EE | $5,246 | $5,954-11.9% | $5,202+0.8% | $5,982-12.3% |
| Admin fee / account holder | $1,172 | $17,074-93.1% | $13,984-91.6% | $11,246-89.6% |