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 | $194,762 | $209,832-7.2% | $189,513+2.8% | $167,490+16.3% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 8.67% | 748.27%-739.6pp | 555.15%-546.5pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,063 | $6,914-70.2% | $6,162-66.5% | $4,837-57.3% |
| Participant deferral / active EE | $5,378 | $8,935-39.8% | $8,221-34.6% | $6,341-15.2% |
| Admin fee / account holder | $1,398 | $14,293-90.2% | $12,045-88.4% | $12,309-88.6% |