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 | $140,998 | $124,319+13.4% | $111,297+26.7% | $167,490-15.8% |
| Participation rate | 61.9% | 79.6%-17.7pp | 77.3%-15.4pp | 82.1%-20.2pp |
| Annual return | 5.81% | 37.44%-31.6pp | 54.65%-48.8pp | 478.56%-472.7pp |
| Employer contribution / active EE | $1,550 | $3,435-54.9% | $2,731-43.2% | $4,837-68.0% |
| Participant deferral / active EE | $3,681 | $5,180-29.0% | $4,487-18.0% | $6,341-42.0% |
| Admin fee / account holder | $2,241 | $10,618-78.9% | $7,964-71.9% | $12,309-81.8% |