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 | $154,687 | $100,773+53.5% | $88,946+73.9% | $142,382+8.6% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 7.84% | 70.18%-62.3pp | 57.82%-50.0pp | 217.08%-209.2pp |
| Employer contribution / active EE | $4,645 | $2,918+59.2% | $2,555+81.8% | $4,299+8.0% |
| Participant deferral / active EE | $7,386 | $5,230+41.2% | $4,581+61.2% | $6,507+13.5% |
| Admin fee / account holder | $2,089 | $9,693-78.5% | $8,261-74.7% | $12,624-83.5% |