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 | $175,664 | $179,726-2.3% | $156,263+12.4% | $142,382+23.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 4.24% | 77.86%-73.6pp | 59.47%-55.2pp | 217.08%-212.8pp |
| Employer contribution / active EE | $1,736 | $5,069-65.8% | $4,333-59.9% | $4,299-59.6% |
| Participant deferral / active EE | $3,640 | $6,956-47.7% | $6,158-40.9% | $6,507-44.1% |
| Admin fee / account holder | $9,922 | $17,272-42.6% | $14,255-30.4% | $12,624-21.4% |