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 | $83,965 | $58,208+44.3% | $81,812+2.6% | $80,856+3.8% |
| Participation rate | 40.9% | 63.4%-22.5pp | 72.3%-31.4pp | 67.6%-26.7pp |
| Annual return | 8.53% | 41.66%-33.1pp | 773.79%-765.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,521 | $2,340-35.0% | $2,912-47.8% | $2,755-44.8% |
| Participant deferral / active EE | $2,082 | $3,281-36.5% | $4,319-51.8% | $4,296-51.5% |
| Admin fee / account holder | $3,614 | $4,981-27.4% | $7,386-51.1% | $6,918-47.8% |