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 | $149,774 | $54,705+173.8% | $71,209+110.3% | $84,808+76.6% |
| Participation rate | 54.1% | 64.1%-10.0pp | 73.8%-19.7pp | 68.3%-14.3pp |
| Annual return | 13.23% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,195 | $2,158+48.1% | $2,721+17.4% | $2,631+21.4% |
| Participant deferral / active EE | $5,098 | $3,030+68.2% | $4,175+22.1% | $4,212+21.0% |
| Admin fee / account holder | $2,784 | $4,863-42.8% | $5,349-47.9% | $7,344-62.1% |