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 | $190,534 | $69,207+175.3% | $64,056+197.4% | $139,434+36.6% |
| Participation rate | 63.6% | 75.6%-12.0pp | 72.3%-8.7pp | 80.3%-16.7pp |
| Annual return | 9.81% | 45.88%-36.1pp | 33.69%-23.9pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,632 | $3,182-48.7% | $2,747-40.6% | $4,751-65.6% |
| Participant deferral / active EE | $1,430 | $4,682-69.4% | $3,880-63.1% | $6,710-78.7% |
| Admin fee / account holder | $5,008 | $4,244+18.0% | $3,068+63.2% | $11,403-56.1% |