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 | $104,393 | $76,912+35.7% | $129,110-19.1% | $68,494+52.4% |
| Participation rate | 40.0% | 69.1%-29.1pp | 77.3%-37.3pp | 67.9%-27.9pp |
| Annual return | -20.15% | -9.78%-10.4pp | -10.94%-9.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,218 | $3,243-62.4% | $5,052-75.9% | $2,596-53.1% |
| Participant deferral / active EE | $2,549 | $4,732-46.1% | $6,542-61.0% | $4,027-36.7% |
| Admin fee / account holder | $5,676 | $6,638-14.5% | $14,302-60.3% | $5,403+5.1% |