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 | $87,364 | $142,344-38.6% | $119,609-27.0% | $134,475-35.0% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -24.30% | -12.44%-11.9pp | -14.97%-9.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $2,040 | $5,222-60.9% | $4,232-51.8% | $4,740-57.0% |
| Participant deferral / active EE | $7,338 | $6,469+13.4% | $5,602+31.0% | $6,400+14.7% |
| Admin fee / account holder | $6,491 | $13,584-52.2% | $10,323-37.1% | $11,426-43.2% |