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 | $176,080 | $58,208+202.5% | $81,812+115.2% | $80,856+117.8% |
| Participation rate | 61.5% | 63.4%-1.9pp | 72.3%-10.8pp | 67.6%-6.1pp |
| Annual return | 10.33% | 41.66%-31.3pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,454 | $2,340-37.9% | $2,912-50.1% | $2,755-47.2% |
| Participant deferral / active EE | $4,403 | $3,281+34.2% | $4,319+2.0% | $4,296+2.5% |
| Admin fee / account holder | $1,135 | $4,981-77.2% | $7,386-84.6% | $6,918-83.6% |