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 | $243,814 | $86,929+180.5% | $102,423+138.0% | $80,856+201.5% |
| Participation rate | 51.9% | 72.4%-20.5pp | 76.5%-24.6pp | 67.6%-15.8pp |
| Annual return | 5.83% | 18.88%-13.1pp | 29.32%-23.5pp | 35.59%-29.8pp |
| Employer contribution / active EE | $1,618 | $2,369-31.7% | $3,023-46.5% | $2,755-41.3% |
| Participant deferral / active EE | $3,038 | $4,118-26.2% | $5,053-39.9% | $4,296-29.3% |
| Admin fee / account holder | $11,686 | $8,049+45.2% | $9,451+23.6% | $6,918+68.9% |