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 | $121,643 | $58,208+109.0% | $81,812+48.7% | $80,856+50.4% |
| Participation rate | 62.2% | 63.4%-1.3pp | 72.3%-10.2pp | 67.6%-5.5pp |
| Annual return | 10.74% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,280 | $2,340+40.2% | $2,912+12.6% | $2,755+19.1% |
| Participant deferral / active EE | $5,011 | $3,281+52.7% | $4,319+16.0% | $4,296+16.7% |
| Admin fee / account holder | $11,353 | $4,981+127.9% | $7,386+53.7% | $6,918+64.1% |