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 | $206,797 | $87,013+137.7% | $106,213+94.7% | $80,856+155.8% |
| Participation rate | 30.3% | 70.4%-40.1pp | 75.3%-45.0pp | 67.6%-37.3pp |
| Annual return | 7.64% | 17.05%-9.4pp | 116.14%-108.5pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,763 | $2,395-26.4% | $3,171-44.4% | $2,755-36.0% |
| Participant deferral / active EE | $4,084 | $3,986+2.5% | $5,016-18.6% | $4,296-4.9% |
| Admin fee / account holder | $34,694 | $8,431+311.5% | $11,033+214.5% | $6,918+401.5% |