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 | $29,874 | $81,900-63.5% | $119,609-75.0% | $68,494-56.4% |
| Participation rate | 68.6% | 71.9%-3.3pp | 79.3%-10.7pp | 67.9%+0.7pp |
| Annual return | -19.14% | -23.82%+4.7pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,119 | $2,693-21.3% | $4,232-49.9% | $2,596-18.4% |
| Participant deferral / active EE | $4,090 | $4,148-1.4% | $5,602-27.0% | $4,027+1.5% |
| Admin fee / account holder | $3,376 | $6,582-48.7% | $10,323-67.3% | $5,403-37.5% |