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 | $233,876 | $163,101+43.4% | $136,749+71.0% | $142,382+64.3% |
| Participation rate | 41.2% | 78.2%-37.0pp | 72.1%-31.0pp | 80.1%-38.9pp |
| Annual return | 8.53% | 27.54%-19.0pp | 24.33%-15.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,049 | $4,117-50.2% | $3,400-39.7% | $4,299-52.3% |
| Participant deferral / active EE | $3,158 | $5,585-43.5% | $4,692-32.7% | $6,507-51.5% |
| Admin fee / account holder | $12,715 | $14,318-11.2% | $11,386+11.7% | $12,624+0.7% |