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 | $194,402 | $124,281+56.4% | $109,143+78.1% | $167,490+16.1% |
| Participation rate | 63.2% | 79.4%-16.3pp | 75.9%-12.7pp | 82.1%-18.9pp |
| Annual return | 7.15% | 26.04%-18.9pp | 25.75%-18.6pp | 478.56%-471.4pp |
| Employer contribution / active EE | $1,114 | $4,207-73.5% | $3,722-70.1% | $4,837-77.0% |
| Participant deferral / active EE | $2,837 | $5,255-46.0% | $4,653-39.0% | $6,341-55.3% |
| Admin fee / account holder | $754 | $7,970-90.5% | $6,752-88.8% | $12,309-93.9% |