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 3-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 | $153,172 | $158,398-3.3% | $126,539+21.0% | $142,382+7.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 9.44% | 593.76%-584.3pp | 425.95%-416.5pp | 217.08%-207.6pp |
| Employer contribution / active EE | $29,283 | $4,650+529.8% | $3,674+697.0% | $4,299+581.1% |
| Participant deferral / active EE | $18,954 | $4,767+297.6% | $4,083+364.3% | $6,507+191.3% |
| Admin fee / account holder | $521 | $6,918-92.5% | $6,065-91.4% | $12,624-95.9% |