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 | $124,761 | $180,449-30.9% | $154,107-19.0% | $135,375-7.8% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -10.85% | 888.09%-898.9pp | 735.12%-746.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,532 | $6,035-74.6% | $5,298-71.1% | $4,779-67.9% |
| Participant deferral / active EE | $5,638 | $5,806-2.9% | $5,081+11.0% | $5,609+0.5% |
| Admin fee / account holder | $571 | $16,143-96.5% | $13,411-95.7% | $10,827-94.7% |