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 7-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 | $163,138 | $85,022+91.9% | $70,515+131.4% | $139,434+17.0% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.3%-43.3pp | 80.3%-55.3pp |
| Annual return | 3.06% | 30.38%-27.3pp | 32.77%-29.7pp | 372.94%-369.9pp |
| Employer contribution / active EE | $2,350 | $3,909-39.9% | $2,973-21.0% | $4,751-50.5% |
| Participant deferral / active EE | $2,938 | $5,890-50.1% | $4,567-35.7% | $6,710-56.2% |
| Admin fee / account holder | $608 | $8,906-93.2% | $6,412-90.5% | $11,403-94.7% |