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 | $160,339 | $109,881+45.9% | $150,045+6.9% | $84,808+89.1% |
| Participation rate | 56.8% | 76.1%-19.3pp | 82.3%-25.6pp | 68.3%-11.6pp |
| Annual return | 5.14% | 28.25%-23.1pp | 62.55%-57.4pp | 40.90%-35.8pp |
| Employer contribution / active EE | $1,370 | $3,561-61.5% | $4,693-70.8% | $2,631-47.9% |
| Participant deferral / active EE | $2,699 | $6,636-59.3% | $7,997-66.2% | $4,212-35.9% |
| Admin fee / account holder | $9,976 | $8,568+16.4% | $13,435-25.7% | $7,344+35.8% |