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 | $74,165 | $37,426+98.2% | $77,482-4.3% | $79,858-7.1% |
| Participation rate | 31.6% | 41.5%-9.9pp | 54.2%-22.6pp | 69.6%-38.1pp |
| Annual return | -1.26% | 39.70%-41.0pp | 54.79%-56.0pp | 31.71%-33.0pp |
| Employer contribution / active EE | $2,614 | $637+310.6% | $986+165.0% | $2,471+5.8% |
| Participant deferral / active EE | $2,558 | $1,260+103.0% | $1,861+37.4% | $3,740-31.6% |
| Admin fee / account holder | $1,478 | $2,504-41.0% | $2,858-48.3% | $5,306-72.1% |