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 | $161,420 | $101,724+58.7% | $164,813-2.1% | $80,856+99.6% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.6%-27.6pp |
| Annual return | 5.60% | 16.72%-11.1pp | 69.93%-64.3pp | 35.59%-30.0pp |
| Employer contribution / active EE | $1,290 | $2,953-56.3% | $4,341-70.3% | $2,755-53.2% |
| Participant deferral / active EE | $2,779 | $4,477-37.9% | $6,031-53.9% | $4,296-35.3% |
| Admin fee / account holder | $3,804 | $8,227-53.8% | $12,690-70.0% | $6,918-45.0% |