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 | $150,403 | $111,754+34.6% | $103,333+45.6% | $145,922+3.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 3.34% | 24.77%-21.4pp | 24.88%-21.5pp | 561.29%-557.9pp |
| Employer contribution / active EE | $1,300 | $4,212-69.1% | $3,868-66.4% | $4,660-72.1% |
| Participant deferral / active EE | $2,653 | $5,619-52.8% | $5,057-47.6% | $6,688-60.3% |
| Admin fee / account holder | $2,794 | $9,750-71.3% | $8,355-66.6% | $13,397-79.1% |