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 | $164,870 | $70,475+133.9% | $100,516+64.0% | $79,858+106.5% |
| Participation rate | 55.2% | 73.7%-18.5pp | 79.4%-24.2pp | 69.6%-14.5pp |
| Annual return | 9.20% | 21.90%-12.7pp | 30.89%-21.7pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,902 | $2,165-12.2% | $3,418-44.4% | $2,471-23.0% |
| Participant deferral / active EE | $3,800 | $5,181-26.7% | $6,270-39.4% | $3,740+1.6% |
| Admin fee / account holder | $2,052 | $4,478-54.2% | $8,081-74.6% | $5,306-61.3% |