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 | $124,226 | $70,428+76.4% | $96,562+28.6% | $85,850+44.7% |
| Participation rate | 46.8% | 61.8%-15.0pp | 69.8%-23.0pp | 69.3%-22.5pp |
| Annual return | 10.12% | 18.59%-8.5pp | 37.78%-27.7pp | 318.53%-308.4pp |
| Employer contribution / active EE | $420 | $1,413-70.3% | $2,356-82.2% | $2,565-83.6% |
| Participant deferral / active EE | $2,970 | $2,894+2.6% | $3,849-22.8% | $3,952-24.8% |
| Admin fee / account holder | $4,777 | $4,997-4.4% | $6,181-22.7% | $6,260-23.7% |