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 | $188,292 | $124,281+51.5% | $109,143+72.5% | $167,490+12.4% |
| Participation rate | 43.8% | 79.4%-35.7pp | 75.9%-32.1pp | 82.1%-38.4pp |
| Annual return | 9.34% | 26.04%-16.7pp | 25.75%-16.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,350 | $4,207-67.9% | $3,722-63.7% | $4,837-72.1% |
| Participant deferral / active EE | $6,206 | $5,255+18.1% | $4,653+33.4% | $6,341-2.1% |
| Admin fee / account holder | $54,094 | $7,970+578.7% | $6,752+701.1% | $12,309+339.5% |