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 | $189,884 | $100,773+88.4% | $88,946+113.5% | $142,382+33.4% |
| Participation rate | 68.4% | 74.3%-5.9pp | 68.8%-0.4pp | 80.1%-11.7pp |
| Annual return | 10.27% | 70.18%-59.9pp | 57.82%-47.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $494 | $2,918-83.1% | $2,555-80.7% | $4,299-88.5% |
| Participant deferral / active EE | $2,295 | $5,230-56.1% | $4,581-49.9% | $6,507-64.7% |
| Admin fee / account holder | $34,857 | $9,693+259.6% | $8,261+322.0% | $12,624+176.1% |