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 | $163,040 | $148,534+9.8% | $135,903+20.0% | $139,434+16.9% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 11.53% | 79.19%-67.7pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,351 | $5,243-74.2% | $4,856-72.2% | $4,751-71.6% |
| Participant deferral / active EE | $6,888 | $8,100-15.0% | $7,758-11.2% | $6,710+2.6% |
| Admin fee / account holder | $788 | $12,400-93.6% | $10,762-92.7% | $11,403-93.1% |