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 | $154,163 | $102,317+50.7% | $146,958+4.9% | $80,856+90.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 11.30% | 134.76%-123.5pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,073 | $3,713-71.1% | $4,933-78.2% | $2,755-61.0% |
| Participant deferral / active EE | $4,914 | $6,644-26.0% | $8,070-39.1% | $4,296+14.4% |
| Admin fee / account holder | $925 | $7,941-88.4% | $12,998-92.9% | $6,918-86.6% |