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 | $136,869 | $64,324+112.8% | $118,925+15.1% | $79,858+71.4% |
| Participation rate | 60.0% | 64.9%-4.9pp | 75.4%-15.4pp | 69.6%-9.6pp |
| Annual return | 5.25% | 86.45%-81.2pp | 35.88%-30.6pp | 31.71%-26.5pp |
| Employer contribution / active EE | $1,344 | $1,836-26.8% | $3,263-58.8% | $2,471-45.6% |
| Participant deferral / active EE | $3,845 | $2,824+36.2% | $4,265-9.8% | $3,740+2.8% |
| Admin fee / account holder | $748 | $4,040-81.5% | $6,581-88.6% | $5,306-85.9% |