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 | $236,213 | $209,832+12.6% | $189,513+24.6% | $167,490+41.0% |
| Participation rate | 58.8% | 88.7%-29.8pp | 87.8%-29.0pp | 82.1%-23.3pp |
| Annual return | 2.85% | 748.27%-745.4pp | 555.15%-552.3pp | 478.56%-475.7pp |
| Employer contribution / active EE | $6,537 | $6,914-5.4% | $6,162+6.1% | $4,837+35.1% |
| Participant deferral / active EE | $12,515 | $8,935+40.1% | $8,221+52.2% | $6,341+97.4% |
| Admin fee / account holder | $16,778 | $14,293+17.4% | $12,045+39.3% | $12,309+36.3% |