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 8-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 | $176,952 | $95,266+85.7% | $82,389+114.8% | $142,382+24.3% |
| Participation rate | 22.7% | 74.5%-51.7pp | 69.5%-46.8pp | 80.1%-57.4pp |
| Annual return | 6.85% | 25.74%-18.9pp | 28.67%-21.8pp | 217.08%-210.2pp |
| Employer contribution / active EE | $768 | $2,991-74.3% | $2,517-69.5% | $4,299-82.1% |
| Participant deferral / active EE | $2,265 | $4,809-52.9% | $4,155-45.5% | $6,507-65.2% |
| Admin fee / account holder | $9,197 | $8,563+7.4% | $7,231+27.2% | $12,624-27.1% |