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 | $158,356 | $89,753+76.4% | $107,525+47.3% | $84,808+86.7% |
| Participation rate | 60.6% | 68.1%-7.5pp | 75.1%-14.5pp | 68.3%-7.7pp |
| Annual return | 6.35% | 29.48%-23.1pp | 181.32%-175.0pp | 40.90%-34.5pp |
| Employer contribution / active EE | $2,769 | $3,113-11.1% | $3,754-26.2% | $2,631+5.2% |
| Participant deferral / active EE | $3,835 | $4,056-5.4% | $5,116-25.0% | $4,212-8.9% |
| Admin fee / account holder | $1,583 | $7,222-78.1% | $8,919-82.2% | $7,344-78.4% |