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 | $168,138 | $155,788+7.9% | $124,672+34.9% | $167,490+0.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 7.61% | 17.97%-10.4pp | 5142.93%-5135.3pp | 478.56%-470.9pp |
| Employer contribution / active EE | $2,424 | $4,163-41.8% | $3,324-27.1% | $4,837-49.9% |
| Participant deferral / active EE | $6,511 | $5,673+14.8% | $4,614+41.1% | $6,341+2.7% |
| Admin fee / account holder | $24,604 | $9,531+158.2% | $7,493+228.4% | $12,309+99.9% |