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 | $142,002 | $89,753+58.2% | $107,525+32.1% | $84,808+67.4% |
| Participation rate | 43.3% | 68.1%-24.7pp | 75.1%-31.7pp | 68.3%-25.0pp |
| Annual return | 10.19% | 29.48%-19.3pp | 181.32%-171.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,733 | $3,113-44.3% | $3,754-53.8% | $2,631-34.1% |
| Participant deferral / active EE | $2,299 | $4,056-43.3% | $5,116-55.1% | $4,212-45.4% |
| Admin fee / account holder | $1,668 | $7,222-76.9% | $8,919-81.3% | $7,344-77.3% |