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 | $153,576 | $89,753+71.1% | $107,525+42.8% | $84,808+81.1% |
| Participation rate | 59.5% | 68.1%-8.6pp | 75.1%-15.6pp | 68.3%-8.9pp |
| Annual return | 11.43% | 29.48%-18.0pp | 181.32%-169.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,395 | $3,113-23.1% | $3,754-36.2% | $2,631-9.0% |
| Participant deferral / active EE | $4,683 | $4,056+15.5% | $5,116-8.5% | $4,212+11.2% |
| Admin fee / account holder | $25,933 | $7,222+259.1% | $8,919+190.8% | $7,344+253.1% |