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 | $121,928 | $72,012+69.3% | $185,823-34.4% | $79,858+52.7% |
| Participation rate | 53.6% | 65.8%-12.2pp | 78.0%-24.5pp | 69.6%-16.1pp |
| Annual return | -1.22% | 23.12%-24.3pp | 35.95%-37.2pp | 31.71%-32.9pp |
| Employer contribution / active EE | $2,549 | $1,965+29.7% | $4,087-37.6% | $2,471+3.2% |
| Participant deferral / active EE | $5,912 | $3,779+56.5% | $5,632+5.0% | $3,740+58.1% |
| Admin fee / account holder | $2,283 | $4,513-49.4% | $9,500-76.0% | $5,306-57.0% |