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 | $114,356 | $54,705+109.0% | $71,209+60.6% | $84,808+34.8% |
| Participation rate | 26.4% | 64.1%-37.7pp | 73.8%-47.4pp | 68.3%-41.9pp |
| Annual return | 13.18% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $949 | $2,158-56.0% | $2,721-65.1% | $2,631-63.9% |
| Participant deferral / active EE | $1,262 | $3,030-58.4% | $4,175-69.8% | $4,212-70.0% |
| Admin fee / account holder | $1,793 | $4,863-63.1% | $5,349-66.5% | $7,344-75.6% |