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 | $100,171 | $111,724-10.3% | $93,606+7.0% | $145,922-31.4% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.5pp |
| Annual return | 7.22% | 202.98%-195.8pp | 133.20%-126.0pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,567 | $3,090-49.3% | $2,420-35.2% | $4,660-66.4% |
| Participant deferral / active EE | $4,929 | $4,912+0.3% | $4,411+11.7% | $6,688-26.3% |
| Admin fee / account holder | $2,208 | $10,250-78.5% | $8,285-73.3% | $13,397-83.5% |