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 | $218,141 | $175,202+24.5% | $149,673+45.7% | $139,434+56.4% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | -20.70% | 166.71%-187.4pp | 134.42%-155.1pp | 372.94%-393.6pp |
| Employer contribution / active EE | $9,181 | $5,474+67.7% | $4,818+90.6% | $4,751+93.3% |
| Participant deferral / active EE | $34,896 | $6,519+435.3% | $5,680+514.4% | $6,710+420.0% |
| Admin fee / account holder | $85,226 | $16,150+427.7% | $13,210+545.2% | $11,403+647.4% |