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 | $207,774 | $157,256+32.1% | $141,162+47.2% | $152,861+35.9% |
| Participation rate | 28.6% | 84.8%-56.2pp | 82.5%-53.9pp | 82.4%-53.9pp |
| Annual return | 11.68% | 64.32%-52.6pp | 71.39%-59.7pp | 345.32%-333.6pp |
| Employer contribution / active EE | $3,200 | $5,261-39.2% | $4,735-32.4% | $4,762-32.8% |
| Participant deferral / active EE | $7,143 | $7,109+0.5% | $6,709+6.5% | $5,850+22.1% |
| Admin fee / account holder | $3,736 | $12,120-69.2% | $10,261-63.6% | $11,596-67.8% |