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 | $210,119 | $176,056+19.3% | $159,436+31.8% | $167,490+25.5% |
| Participation rate | 35.7% | 84.9%-49.2pp | 82.8%-47.1pp | 82.1%-46.4pp |
| Annual return | 7.90% | 331.75%-323.9pp | 263.57%-255.7pp | 478.56%-470.7pp |
| Employer contribution / active EE | $1,402 | $5,297-73.5% | $4,829-71.0% | $4,837-71.0% |
| Participant deferral / active EE | $4,530 | $7,750-41.6% | $7,352-38.4% | $6,341-28.6% |
| Admin fee / account holder | $854 | $12,554-93.2% | $10,799-92.1% | $12,309-93.1% |