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 9-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 | $148,648 | $89,753+65.6% | $107,525+38.2% | $84,808+75.3% |
| Participation rate | 61.3% | 68.1%-6.8pp | 75.1%-13.8pp | 68.3%-7.0pp |
| Annual return | 7.58% | 29.48%-21.9pp | 181.32%-173.7pp | 40.90%-33.3pp |
| Employer contribution / active EE | $973 | $3,113-68.7% | $3,754-74.1% | $2,631-63.0% |
| Participant deferral / active EE | $2,042 | $4,056-49.7% | $5,116-60.1% | $4,212-51.5% |
| Admin fee / account holder | $1,195 | $7,222-83.5% | $8,919-86.6% | $7,344-83.7% |