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 | $111,625 | $85,022+31.3% | $70,515+58.3% | $139,434-19.9% |
| Participation rate | 52.4% | 73.9%-21.5pp | 68.3%-16.0pp | 80.3%-27.9pp |
| Annual return | 9.40% | 30.38%-21.0pp | 32.77%-23.4pp | 372.94%-363.5pp |
| Employer contribution / active EE | $3,390 | $3,909-13.3% | $2,973+14.0% | $4,751-28.6% |
| Participant deferral / active EE | $5,800 | $5,890-1.5% | $4,567+27.0% | $6,710-13.6% |
| Admin fee / account holder | $13,548 | $8,906+52.1% | $6,412+111.3% | $11,403+18.8% |