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 | $180,971 | $124,319+45.6% | $111,297+62.6% | $167,490+8.0% |
| Participation rate | 22.2% | 79.6%-57.4pp | 77.3%-55.1pp | 82.1%-59.9pp |
| Annual return | 6.21% | 37.44%-31.2pp | 54.65%-48.4pp | 478.56%-472.4pp |
| Employer contribution / active EE | $787 | $3,435-77.1% | $2,731-71.2% | $4,837-83.7% |
| Participant deferral / active EE | $4,082 | $5,180-21.2% | $4,487-9.0% | $6,341-35.6% |
| Admin fee / account holder | $2,752 | $10,618-74.1% | $7,964-65.4% | $12,309-77.6% |