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 | $113,008 | $85,202+32.6% | $172,739-34.6% | $72,985+54.8% |
| Participation rate | 65.6% | 70.1%-4.4pp | 82.6%-17.0pp | 69.5%-3.9pp |
| Annual return | 14.46% | 27.32%-12.9pp | 802.84%-788.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $2,127 | $3,324-36.0% | $5,143-58.6% | $2,440-12.8% |
| Participant deferral / active EE | $4,369 | $3,260+34.0% | $5,198-15.9% | $3,607+21.1% |
| Admin fee / account holder | $4,571 | $5,884-22.3% | $13,954-67.2% | $5,124-10.8% |