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 | $121,157 | $65,561+84.8% | $86,188+40.6% | $75,163+61.2% |
| Participation rate | 35.1% | 60.5%-25.4pp | 69.0%-33.8pp | 67.2%-32.1pp |
| Annual return | 10.65% | 46.05%-35.4pp | 1168.45%-1157.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $3,250 | $1,553+109.3% | $2,380+36.5% | $2,670+21.7% |
| Participant deferral / active EE | $1,810 | $3,024-40.1% | $3,985-54.6% | $4,125-56.1% |
| Admin fee / account holder | $12,913 | $5,474+135.9% | $6,852+88.5% | $5,651+128.5% |