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 | $92,441 | $91,538+1.0% | $129,995-28.9% | $75,163+23.0% |
| Participation rate | 56.0% | 71.4%-15.4pp | 78.5%-22.5pp | 67.2%-11.2pp |
| Annual return | 11.96% | -631.11%+643.1pp | -137.18%+149.1pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,669 | $2,845-41.3% | $4,320-61.4% | $2,670-37.5% |
| Participant deferral / active EE | $3,154 | $4,341-27.3% | $5,820-45.8% | $4,125-23.5% |
| Admin fee / account holder | $444 | $6,790-93.5% | $10,614-95.8% | $5,651-92.1% |