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 9-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 | $92,304 | $74,888+23.3% | $71,209+29.6% | $142,382-35.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 12.86% | 345.14%-332.3pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $858 | $2,854-69.9% | $2,721-68.5% | $4,299-80.0% |
| Participant deferral / active EE | $1,717 | $4,454-61.5% | $4,175-58.9% | $6,507-73.6% |
| Admin fee / account holder | $3,317 | $5,568-40.4% | $5,349-38.0% | $12,624-73.7% |