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 | $148,894 | $64,839+129.6% | $95,585+55.8% | $84,808+75.6% |
| Participation rate | 31.7% | 63.8%-32.1pp | 72.1%-40.3pp | 68.3%-36.6pp |
| Annual return | 10.67% | -670.96%+681.6pp | 38.56%-27.9pp | 40.90%-30.2pp |
| Employer contribution / active EE | $497 | $1,759-71.8% | $2,527-80.3% | $2,631-81.1% |
| Participant deferral / active EE | $2,275 | $2,965-23.3% | $4,023-43.5% | $4,212-46.0% |
| Admin fee / account holder | $11,146 | $5,964+86.9% | $6,127+81.9% | $7,344+51.8% |