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 | $55,273 | $64,707-14.6% | $112,228-50.7% | $68,494-19.3% |
| Participation rate | 68.4% | 67.2%+1.3pp | 75.1%-6.6pp | 67.9%+0.5pp |
| Annual return | -21.00% | -11.40%-9.6pp | 27.45%-48.5pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,905 | $2,746-30.6% | $3,635-47.6% | $2,596-26.6% |
| Participant deferral / active EE | $4,915 | $3,565+37.9% | $4,728+4.0% | $4,027+22.1% |
| Admin fee / account holder | $1,651 | $5,232-68.4% | $6,410-74.2% | $5,403-69.4% |