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 | $120,913 | $150,440-19.6% | $136,294-11.3% | $147,584-18.1% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 9.31% | 1049.08%-1039.8pp | 5155.94%-5146.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $2,672 | $5,256-49.2% | $4,695-43.1% | $4,876-45.2% |
| Participant deferral / active EE | $5,714 | $6,630-13.8% | $6,247-8.5% | $5,439+5.1% |
| Admin fee / account holder | $1,443 | $10,905-86.8% | $9,243-84.4% | $10,885-86.7% |