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 | $83,757 | $92,222-9.2% | $76,768+9.1% | $135,375-38.1% |
| Participation rate | 47.1% | 79.8%-32.7pp | 77.0%-29.9pp | 82.6%-35.6pp |
| Annual return | -9.03% | 5.46%-14.5pp | 2.43%-11.5pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,196 | $3,216-62.8% | $2,485-51.9% | $4,779-75.0% |
| Participant deferral / active EE | $4,880 | $4,509+8.2% | $3,852+26.7% | $5,609-13.0% |
| Admin fee / account holder | $2,797 | $10,748-74.0% | $6,675-58.1% | $10,827-74.2% |