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 | $125,842 | $89,753+40.2% | $107,525+17.0% | $84,808+48.4% |
| Participation rate | 30.4% | 68.1%-37.7pp | 75.1%-44.7pp | 68.3%-38.0pp |
| Annual return | 12.52% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $932 | $3,113-70.1% | $3,754-75.2% | $2,631-64.6% |
| Participant deferral / active EE | $2,565 | $4,056-36.8% | $5,116-49.9% | $4,212-39.1% |
| Admin fee / account holder | $9,481 | $7,222+31.3% | $8,919+6.3% | $7,344+29.1% |