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 | $162,492 | $72,277+124.8% | $101,248+60.5% | $79,858+103.5% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 8.31% | 22.30%-14.0pp | 46.47%-38.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,818 | $2,692-32.5% | $3,660-50.3% | $2,471-26.4% |
| Participant deferral / active EE | $5,322 | $3,282+62.2% | $4,370+21.8% | $3,740+42.3% |
| Admin fee / account holder | $2,724 | $4,400-38.1% | $5,945-54.2% | $5,306-48.7% |