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 | $157,567 | $89,753+75.6% | $107,525+46.5% | $84,808+85.8% |
| Participation rate | 51.9% | 68.1%-16.2pp | 75.1%-23.2pp | 68.3%-16.5pp |
| Annual return | 10.97% | 29.48%-18.5pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,214 | $3,113-61.0% | $3,754-67.7% | $2,631-53.9% |
| Participant deferral / active EE | $3,442 | $4,056-15.1% | $5,116-32.7% | $4,212-18.3% |
| Admin fee / account holder | $15,628 | $7,222+116.4% | $8,919+75.2% | $7,344+112.8% |