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 | $226,841 | $100,852+124.9% | $90,404+150.9% | $158,922+42.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | -0.60% | 1724.20%-1724.8pp | 1293.02%-1293.6pp | 302.83%-303.4pp |
| Employer contribution / active EE | $466 | $3,689-87.4% | $3,262-85.7% | $4,761-90.2% |
| Participant deferral / active EE | $3,849 | $4,348-11.5% | $3,963-2.9% | $5,982-35.7% |
| Admin fee / account holder | $1,750 | $6,501-73.1% | $5,611-68.8% | $11,246-84.4% |