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 5-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 | $182,297 | $159,602+14.2% | $150,045+21.5% | $142,382+28.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 6.46% | 70.24%-63.8pp | 62.55%-56.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $4,237 | $4,961-14.6% | $4,693-9.7% | $4,299-1.5% |
| Participant deferral / active EE | $21,935 | $8,310+164.0% | $7,997+174.3% | $6,507+237.1% |
| Admin fee / account holder | $13,611 | $14,846-8.3% | $13,435+1.3% | $12,624+7.8% |