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 | $108,169 | $58,208+85.8% | $81,812+32.2% | $80,856+33.8% |
| Participation rate | 34.2% | 63.4%-29.2pp | 72.3%-38.1pp | 67.6%-33.4pp |
| Annual return | 9.41% | 41.66%-32.3pp | 773.79%-764.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,521 | $2,340-35.0% | $2,912-47.8% | $2,755-44.8% |
| Participant deferral / active EE | $2,870 | $3,281-12.5% | $4,319-33.5% | $4,296-33.2% |
| Admin fee / account holder | $5,914 | $4,981+18.7% | $7,386-19.9% | $6,918-14.5% |