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 5-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 | $149,201 | $201,272-25.9% | $184,203-19.0% | $145,922+2.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.25% | 29.00%-19.8pp | 28.81%-19.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,081 | $7,022-41.9% | $6,427-36.5% | $4,660-12.4% |
| Participant deferral / active EE | $10,623 | $9,806+8.3% | $9,131+16.3% | $6,688+58.8% |
| Admin fee / account holder | $26,404 | $16,364+61.4% | $13,901+89.9% | $13,397+97.1% |