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 | $167,542 | $94,625+77.1% | $116,228+44.1% | $84,808+97.6% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.6%-17.4pp | 68.3%-11.2pp |
| Annual return | 9.01% | 20.40%-11.4pp | 90.06%-81.0pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,609 | $2,347-31.4% | $2,994-46.3% | $2,631-38.9% |
| Participant deferral / active EE | $3,101 | $3,972-21.9% | $4,953-37.4% | $4,212-26.4% |
| Admin fee / account holder | $528 | $10,091-94.8% | $11,989-95.6% | $7,344-92.8% |