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 | $194,095 | $150,187+29.2% | $120,354+61.3% | $145,922+33.0% |
| Participation rate | 35.3% | 78.8%-43.5pp | 71.9%-36.6pp | 80.3%-45.0pp |
| Annual return | 6.98% | 154.07%-147.1pp | 107.15%-100.2pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,137 | $4,348-73.9% | $3,463-67.2% | $4,660-75.6% |
| Participant deferral / active EE | $1,551 | $6,173-74.9% | $4,991-68.9% | $6,688-76.8% |
| Admin fee / account holder | $807 | $12,207-93.4% | $9,423-91.4% | $13,397-94.0% |