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 | $128,765 | $127,065+1.3% | $113,168+13.8% | $142,382-9.6% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | -0.64% | 24.03%-24.7pp | 24.27%-24.9pp | 217.08%-217.7pp |
| Employer contribution / active EE | $4,662 | $3,442+35.4% | $2,975+56.7% | $4,299+8.4% |
| Participant deferral / active EE | $17,467 | $5,716+205.6% | $5,107+242.0% | $6,507+168.4% |
| Admin fee / account holder | $694,094 | $15,736+4310.9% | $12,068+5651.7% | $12,624+5398.3% |