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 9-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 | $88,186 | $71,883+22.7% | $86,677+1.7% | $68,494+28.7% |
| Participation rate | 67.7% | 72.2%-4.5pp | 76.6%-8.8pp | 67.9%-0.1pp |
| Annual return | -26.81% | 3.52%-30.3pp | 35.91%-62.7pp | -7.84%-19.0pp |
| Employer contribution / active EE | $808 | $2,173-62.8% | $2,836-71.5% | $2,596-68.9% |
| Participant deferral / active EE | $2,402 | $3,779-36.4% | $4,656-48.4% | $4,027-40.3% |
| Admin fee / account holder | $1,735 | $6,112-71.6% | $7,493-76.8% | $5,403-67.9% |