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 | $164,236 | $88,751+85.1% | $81,812+100.7% | $145,922+12.6% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.3%-7.6pp | 80.3%-15.6pp |
| Annual return | 8.54% | 1025.40%-1016.9pp | 773.79%-765.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,476 | $3,083-52.1% | $2,912-49.3% | $4,660-68.3% |
| Participant deferral / active EE | $3,999 | $4,643-13.9% | $4,319-7.4% | $6,688-40.2% |
| Admin fee / account holder | $15,054 | $8,415+78.9% | $7,386+103.8% | $13,397+12.4% |