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 | $160,570 | $60,892+163.7% | $82,389+94.9% | $84,808+89.3% |
| Participation rate | 55.6% | 63.3%-7.7pp | 69.5%-14.0pp | 68.3%-12.8pp |
| Annual return | 12.29% | 37.29%-25.0pp | 28.67%-16.4pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,218 | $1,779+24.7% | $2,517-11.9% | $2,631-15.7% |
| Participant deferral / active EE | $6,724 | $3,179+111.5% | $4,155+61.8% | $4,212+59.6% |
| Admin fee / account holder | $3,446 | $5,467-37.0% | $7,231-52.3% | $7,344-53.1% |