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 | $142,811 | $105,181+35.8% | $159,436-10.4% | $85,850+66.4% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.8%-31.0pp | 69.3%-17.5pp |
| Annual return | 12.25% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,465 | $3,318-55.9% | $4,829-69.7% | $2,565-42.9% |
| Participant deferral / active EE | $2,940 | $5,945-50.5% | $7,352-60.0% | $3,952-25.6% |
| Admin fee / account holder | $3,655 | $6,933-47.3% | $10,799-66.1% | $6,260-41.6% |