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 | $117,309 | $102,317+14.7% | $146,958-20.2% | $80,856+45.1% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 9.68% | 134.76%-125.1pp | 418.34%-408.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,246 | $3,713-66.5% | $4,933-74.7% | $2,755-54.8% |
| Participant deferral / active EE | $3,440 | $6,644-48.2% | $8,070-57.4% | $4,296-19.9% |
| Admin fee / account holder | $16,786 | $7,941+111.4% | $12,998+29.1% | $6,918+142.6% |