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 | $137,141 | $85,766+59.9% | $136,294+0.6% | $70,131+95.5% |
| Participation rate | 41.3% | 74.2%-32.9pp | 81.9%-40.6pp | 69.5%-28.2pp |
| Annual return | 8.15% | 31.45%-23.3pp | 5155.94%-5147.8pp | 73.14%-65.0pp |
| Employer contribution / active EE | $522 | $2,966-82.4% | $4,695-88.9% | $2,342-77.7% |
| Participant deferral / active EE | $3,554 | $5,051-29.6% | $6,247-43.1% | $3,332+6.7% |
| Admin fee / account holder | $11,635 | $5,420+114.7% | $9,243+25.9% | $4,645+150.5% |