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 | $51,211 | $56,357-9.1% | $104,294-50.9% | $68,494-25.2% |
| Participation rate | 52.5% | 63.3%-10.8pp | 73.3%-20.8pp | 67.9%-15.4pp |
| Annual return | -20.67% | -9.19%-11.5pp | 24.61%-45.3pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,131 | $1,960-42.3% | $3,372-66.4% | $2,596-56.4% |
| Participant deferral / active EE | $2,534 | $3,077-17.7% | $4,625-45.2% | $4,027-37.1% |
| Admin fee / account holder | $681 | $4,903-86.1% | $7,339-90.7% | $5,403-87.4% |