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 | $134,792 | $81,460+65.5% | $103,333+30.4% | $80,856+66.7% |
| Participation rate | 59.6% | 66.8%-7.2pp | 74.5%-14.9pp | 67.6%-8.0pp |
| Annual return | 9.43% | 25.55%-16.1pp | 24.88%-15.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,181 | $3,105-29.8% | $3,868-43.6% | $2,755-20.8% |
| Participant deferral / active EE | $7,870 | $3,869+103.4% | $5,057+55.6% | $4,296+83.2% |
| Admin fee / account holder | $2,529 | $6,566-61.5% | $8,355-69.7% | $6,918-63.4% |