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 | $162,135 | $93,024+74.3% | $77,024+110.5% | $134,475+20.6% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | -22.04% | 62.60%-84.6pp | 42.32%-64.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,757 | $3,418-48.6% | $2,812-37.5% | $4,740-62.9% |
| Participant deferral / active EE | $4,296 | $5,238-18.0% | $4,426-3.0% | $6,400-32.9% |
| Admin fee / account holder | $8,714 | $6,944+25.5% | $5,425+60.6% | $11,426-23.7% |