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 | $164,860 | $30,400+442.3% | $53,898+205.9% | $84,808+94.4% |
| Participation rate | 24.0% | 46.4%-22.4pp | 55.0%-31.0pp | 68.3%-44.3pp |
| Annual return | 12.57% | 500.19%-487.6pp | 528.60%-516.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $810 | $603+34.4% | $932-13.1% | $2,631-69.2% |
| Participant deferral / active EE | $2,145 | $1,199+79.0% | $1,826+17.5% | $4,212-49.1% |
| Admin fee / account holder | $8,710 | $1,993+337.0% | $2,491+249.7% | $7,344+18.6% |