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 | $244,373 | $106,515+129.4% | $96,683+152.8% | $139,434+75.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 9.85% | 38.43%-28.6pp | 35.69%-25.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,050 | $4,103-50.0% | $3,737-45.1% | $4,751-56.8% |
| Participant deferral / active EE | $12,594 | $5,454+130.9% | $4,878+158.2% | $6,710+87.7% |
| Admin fee / account holder | $1,696 | $7,877-78.5% | $6,730-74.8% | $11,403-85.1% |