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 | $172,467 | $68,346+152.3% | $94,646+82.2% | $75,163+129.5% |
| Participation rate | 67.6% | 76.1%-8.5pp | 80.8%-13.2pp | 67.2%+0.5pp |
| Annual return | 4.27% | 616.93%-612.7pp | 156.71%-152.4pp | 160.62%-156.4pp |
| Employer contribution / active EE | $2,283 | $2,701-15.5% | $3,672-37.8% | $2,670-14.5% |
| Participant deferral / active EE | $4,829 | $6,537-26.1% | $7,418-34.9% | $4,125+17.1% |
| Admin fee / account holder | $5,182 | $5,326-2.7% | $7,231-28.3% | $5,651-8.3% |