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 | $245,826 | $217,402+13.1% | $185,823+32.3% | $167,490+46.8% |
| Participation rate | 43.8% | 86.0%-42.3pp | 81.7%-38.0pp | 82.1%-38.4pp |
| Annual return | 5.50% | 148.36%-142.9pp | 122.05%-116.6pp | 478.56%-473.1pp |
| Employer contribution / active EE | $1,872 | $5,873-68.1% | $5,167-63.8% | $4,837-61.3% |
| Participant deferral / active EE | $2,525 | $6,356-60.3% | $5,568-54.7% | $6,341-60.2% |
| Admin fee / account holder | $70,075 | $19,811+253.7% | $16,237+331.6% | $12,309+469.3% |