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 | $215,149 | $77,899+176.2% | $149,673+43.7% | $75,163+186.2% |
| Participation rate | 53.8% | 65.6%-11.7pp | 78.8%-24.9pp | 67.2%-13.3pp |
| Annual return | 13.04% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,499 | $3,137-20.3% | $4,818-48.1% | $2,670-6.4% |
| Participant deferral / active EE | $4,858 | $3,411+42.4% | $5,680-14.5% | $4,125+17.8% |
| Admin fee / account holder | $9,379 | $5,956+57.5% | $13,210-29.0% | $5,651+66.0% |