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 | $75,241 | $24,730+204.3% | $66,042+13.9% | $84,808-11.3% |
| Participation rate | 48.0% | 68.1%-20.1pp | 67.5%-19.5pp | 68.3%-20.3pp |
| Annual return | 12.86% | 79.55%-66.7pp | 52.11%-39.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $866 | $857+1.1% | $1,579-45.2% | $2,631-67.1% |
| Participant deferral / active EE | $2,304 | $1,737+32.7% | $2,835-18.7% | $4,212-45.3% |
| Admin fee / account holder | $3,271 | $3,014+8.5% | $5,747-43.1% | $7,344-55.5% |