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 | $190,609 | $127,065+50.0% | $113,168+68.4% | $142,382+33.9% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 6.50% | 24.03%-17.5pp | 24.27%-17.8pp | 217.08%-210.6pp |
| Employer contribution / active EE | $2,448 | $3,442-28.9% | $2,975-17.7% | $4,299-43.1% |
| Participant deferral / active EE | $6,680 | $5,716+16.9% | $5,107+30.8% | $6,507+2.7% |
| Admin fee / account holder | $318 | $15,736-98.0% | $12,068-97.4% | $12,624-97.5% |