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 | $244,318 | $179,726+35.9% | $156,263+56.4% | $142,382+71.6% |
| Participation rate | 31.3% | 82.1%-50.8pp | 78.9%-47.7pp | 80.1%-48.9pp |
| Annual return | 8.05% | 77.86%-69.8pp | 59.47%-51.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,811 | $6,956-59.6% | $6,158-54.4% | $6,507-56.8% |
| Admin fee / account holder | $58,285 | $17,272+237.5% | $14,255+308.9% | $12,624+361.7% |