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 | $237,152 | $111,754+112.2% | $103,333+129.5% | $145,922+62.5% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 8.73% | 24.77%-16.0pp | 24.88%-16.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,943 | $4,212-6.4% | $3,868+1.9% | $4,660-15.4% |
| Participant deferral / active EE | $10,739 | $5,619+91.1% | $5,057+112.3% | $6,688+60.6% |
| Admin fee / account holder | $3,806 | $9,750-61.0% | $8,355-54.4% | $13,397-71.6% |