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 | $187,776 | $107,334+74.9% | $92,893+102.1% | $152,861+22.8% |
| Participation rate | 69.6% | 79.8%-10.2pp | 76.0%-6.4pp | 82.4%-12.9pp |
| Annual return | 11.49% | 145.58%-134.1pp | 109.41%-97.9pp | 345.32%-333.8pp |
| Employer contribution / active EE | $887 | $4,221-79.0% | $3,653-75.7% | $4,762-81.4% |
| Participant deferral / active EE | $2,325 | $4,845-52.0% | $4,236-45.1% | $5,850-60.3% |
| Admin fee / account holder | $8,389 | $7,079+18.5% | $5,794+44.8% | $11,596-27.7% |