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 | $214,050 | $109,327+95.8% | $89,391+139.5% | $158,922+34.7% |
| Participation rate | 11.8% | 74.3%-62.5pp | 68.0%-56.2pp | 82.0%-70.2pp |
| Annual return | 3.39% | 345.68%-342.3pp | 245.62%-242.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $916 | $3,170-71.1% | $2,586-64.6% | $4,761-80.8% |
| Participant deferral / active EE | $2,676 | $4,598-41.8% | $3,890-31.2% | $5,982-55.3% |
| Admin fee / account holder | $1,467 | $6,153-76.2% | $4,881-69.9% | $11,246-87.0% |