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 | $81,642 | $64,707+26.2% | $112,228-27.3% | $68,494+19.2% |
| Participation rate | 64.3% | 67.2%-2.9pp | 75.1%-10.8pp | 67.9%-3.6pp |
| Annual return | -21.18% | -11.40%-9.8pp | 27.45%-48.6pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,430 | $2,746-11.5% | $3,635-33.1% | $2,596-6.4% |
| Participant deferral / active EE | $4,635 | $3,565+30.0% | $4,728-2.0% | $4,027+15.1% |
| Admin fee / account holder | $1,107 | $5,232-78.8% | $6,410-82.7% | $5,403-79.5% |