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 | $208,225 | $79,944+160.5% | $98,439+111.5% | $75,163+177.0% |
| Participation rate | 57.8% | 70.4%-12.6pp | 75.2%-17.4pp | 67.2%-9.4pp |
| Annual return | 1.10% | 19.75%-18.7pp | 21.16%-20.1pp | 160.62%-159.5pp |
| Employer contribution / active EE | $636 | $2,264-71.9% | $3,048-79.1% | $2,670-76.2% |
| Participant deferral / active EE | $3,255 | $3,752-13.3% | $4,738-31.3% | $4,125-21.1% |
| Admin fee / account holder | $20,269 | $6,840+196.3% | $8,948+126.5% | $5,651+258.7% |