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 | $115,953 | $71,883+61.3% | $86,677+33.8% | $68,494+69.3% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -24.60% | 3.52%-28.1pp | 35.91%-60.5pp | -7.84%-16.8pp |
| Employer contribution / active EE | $1,606 | $2,173-26.1% | $2,836-43.4% | $2,596-38.2% |
| Participant deferral / active EE | $4,110 | $3,779+8.8% | $4,656-11.7% | $4,027+2.1% |
| Admin fee / account holder | $6,672 | $6,112+9.2% | $7,493-11.0% | $5,403+23.5% |