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 | $163,633 | $61,774+164.9% | $97,226+68.3% | $80,856+102.4% |
| Participation rate | 51.9% | 63.5%-11.7pp | 72.7%-20.8pp | 67.6%-15.8pp |
| Annual return | 9.90% | -557.90%+567.8pp | 75.13%-65.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,099 | $1,837-40.2% | $2,729-59.7% | $2,755-60.1% |
| Participant deferral / active EE | $4,392 | $3,029+45.0% | $4,264+3.0% | $4,296+2.2% |
| Admin fee / account holder | $10,224 | $5,166+97.9% | $5,654+80.8% | $6,918+47.8% |