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 | $170,565 | $179,726-5.1% | $156,263+9.2% | $142,382+19.8% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 9.37% | 77.86%-68.5pp | 59.47%-50.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,559 | $5,069-29.8% | $4,333-17.9% | $4,299-17.2% |
| Participant deferral / active EE | $6,941 | $6,956-0.2% | $6,158+12.7% | $6,507+6.7% |
| Admin fee / account holder | $15,165 | $17,272-12.2% | $14,255+6.4% | $12,624+20.1% |