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 | $129,161 | $58,512+120.7% | $84,015+53.7% | $72,985+77.0% |
| Participation rate | 53.8% | 61.2%-7.4pp | 69.0%-15.2pp | 69.5%-15.6pp |
| Annual return | 8.95% | 28.93%-20.0pp | 71.31%-62.4pp | 81.00%-72.0pp |
| Employer contribution / active EE | $1,510 | $1,163+29.8% | $1,983-23.9% | $2,440-38.1% |
| Participant deferral / active EE | $1,661 | $2,394-30.6% | $3,239-48.7% | $3,607-54.0% |
| Admin fee / account holder | $1,786 | $4,569-60.9% | $6,101-70.7% | $5,124-65.2% |