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 | $193,916 | $89,753+116.1% | $107,525+80.3% | $84,808+128.7% |
| Participation rate | 65.5% | 68.1%-2.5pp | 75.1%-9.6pp | 68.3%-2.8pp |
| Annual return | 12.79% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,026 | $3,113-2.8% | $3,754-19.4% | $2,631+15.0% |
| Participant deferral / active EE | $9,185 | $4,056+126.5% | $5,116+79.6% | $4,212+118.1% |
| Admin fee / account holder | $17,945 | $7,222+148.5% | $8,919+101.2% | $7,344+144.4% |