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 | $197,816 | $159,602+23.9% | $150,045+31.8% | $142,382+38.9% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 3.42% | 70.24%-66.8pp | 62.55%-59.1pp | 217.08%-213.7pp |
| Employer contribution / active EE | $2,913 | $4,961-41.3% | $4,693-37.9% | $4,299-32.2% |
| Participant deferral / active EE | $9,756 | $8,310+17.4% | $7,997+22.0% | $6,507+49.9% |
| Admin fee / account holder | $1,986 | $14,846-86.6% | $13,435-85.2% | $12,624-84.3% |