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 | $30,790 | $71,480-56.9% | $90,782-66.1% | $64,186-52.0% |
| Participation rate | 59.5% | 77.6%-18.0pp | 82.7%-23.1pp | 69.6%-10.0pp |
| Annual return | -10.15% | -4.25%-5.9pp | -3.42%-6.7pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,677 | $3,415-21.6% | $4,105-34.8% | $2,381+12.4% |
| Participant deferral / active EE | $6,441 | $4,302+49.7% | $5,366+20.0% | $3,470+85.6% |
| Admin fee / account holder | $3,116 | $6,309-50.6% | $5,908-47.3% | $4,888-36.3% |