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 | $81,123 | $81,900-0.9% | $119,609-32.2% | $68,494+18.4% |
| Participation rate | 69.2% | 71.9%-2.7pp | 79.3%-10.0pp | 67.9%+1.3pp |
| Annual return | -21.67% | -23.82%+2.2pp | -14.97%-6.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $2,465 | $2,693-8.5% | $4,232-41.7% | $2,596-5.1% |
| Participant deferral / active EE | $5,788 | $4,148+39.5% | $5,602+3.3% | $4,027+43.7% |
| Admin fee / account holder | $7,348 | $6,582+11.6% | $10,323-28.8% | $5,403+36.0% |