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 | $187,298 | $95,803+95.5% | $113,168+65.5% | $84,808+120.9% |
| Participation rate | 54.1% | 72.9%-18.8pp | 76.6%-22.5pp | 68.3%-14.3pp |
| Annual return | 8.48% | 25.00%-16.5pp | 24.27%-15.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $2,091 | $2,360-11.4% | $2,975-29.7% | $2,631-20.5% |
| Participant deferral / active EE | $4,243 | $4,2420% | $5,107-16.9% | $4,212+0.8% |
| Admin fee / account holder | $647 | $8,989-92.8% | $12,068-94.6% | $7,344-91.2% |