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 | $160,166 | $94,338+69.8% | $100,534+59.3% | $142,382+12.5% |
| Participation rate | 45.5% | 81.7%-36.3pp | 80.6%-35.2pp | 80.1%-34.7pp |
| Annual return | 12.03% | 29.20%-17.2pp | 32.66%-20.6pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,527 | $4,237-64.0% | $4,346-64.9% | $4,299-64.5% |
| Participant deferral / active EE | $4,370 | $5,934-26.4% | $6,144-28.9% | $6,507-32.8% |
| Admin fee / account holder | $888 | $8,421-89.5% | $7,654-88.4% | $12,624-93.0% |