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 | $120,710 | $112,096+7.7% | $95,952+25.8% | $158,922-24.0% |
| Participation rate | 58.3% | 79.0%-20.6pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 5.12% | 171.09%-166.0pp | 91.61%-86.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $3,843 | $3,198+20.2% | $2,541+51.3% | $4,761-19.3% |
| Participant deferral / active EE | $7,106 | $4,784+48.5% | $4,167+70.5% | $5,982+18.8% |
| Admin fee / account holder | $11,359 | $10,130+12.1% | $6,795+67.2% | $11,246+1.0% |