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 | $151,623 | $65,409+131.8% | $98,442+54.0% | $85,850+76.6% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.6pp |
| Annual return | 9.08% | 21.76%-12.7pp | 1492.73%-1483.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,246 | $2,168-42.5% | $2,960-57.9% | $2,565-51.4% |
| Participant deferral / active EE | $3,750 | $3,166+18.4% | $4,276-12.3% | $3,952-5.1% |
| Admin fee / account holder | $12,872 | $4,593+180.3% | $5,949+116.4% | $6,260+105.6% |