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 | $184,099 | $86,929+111.8% | $102,423+79.7% | $80,856+127.7% |
| Participation rate | 69.2% | 72.4%-3.1pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 7.57% | 18.88%-11.3pp | 29.32%-21.8pp | 35.59%-28.0pp |
| Employer contribution / active EE | $989 | $2,369-58.3% | $3,023-67.3% | $2,755-64.1% |
| Participant deferral / active EE | $6,772 | $4,118+64.4% | $5,053+34.0% | $4,296+57.6% |
| Admin fee / account holder | $1,092 | $8,049-86.4% | $9,451-88.4% | $6,918-84.2% |