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 | $162,255 | $104,974+54.6% | $95,585+69.7% | $142,382+14.0% |
| Participation rate | 58.3% | 75.0%-16.6pp | 72.1%-13.7pp | 80.1%-21.8pp |
| Annual return | 3.16% | 210.33%-207.2pp | 38.56%-35.4pp | 217.08%-213.9pp |
| Employer contribution / active EE | $906 | $2,779-67.4% | $2,527-64.1% | $4,299-78.9% |
| Participant deferral / active EE | $1,812 | $4,352-58.4% | $4,023-55.0% | $6,507-72.2% |
| Admin fee / account holder | $16,597 | $6,386+159.9% | $6,127+170.9% | $12,624+31.5% |