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 | $148,034 | $87,013+70.1% | $106,213+39.4% | $80,856+83.1% |
| Participation rate | 37.5% | 70.4%-32.9pp | 75.3%-37.8pp | 67.6%-30.1pp |
| Annual return | 9.59% | 17.05%-7.5pp | 116.14%-106.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,188 | $2,395+33.1% | $3,171+0.5% | $2,755+15.7% |
| Participant deferral / active EE | $6,318 | $3,986+58.5% | $5,016+26.0% | $4,296+47.1% |
| Admin fee / account holder | $4,170 | $8,431-50.5% | $11,033-62.2% | $6,918-39.7% |