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 | $188,029 | $127,065+48.0% | $113,168+66.2% | $142,382+32.1% |
| Participation rate | 65.0% | 79.2%-14.2pp | 76.6%-11.6pp | 80.1%-15.1pp |
| Annual return | 9.63% | 24.03%-14.4pp | 24.27%-14.6pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,367 | $3,442-60.3% | $2,975-54.0% | $4,299-68.2% |
| Participant deferral / active EE | $5,469 | $5,716-4.3% | $5,107+7.1% | $6,507-16.0% |
| Admin fee / account holder | $23,282 | $15,736+48.0% | $12,068+92.9% | $12,624+84.4% |