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 | $98,977 | $73,933+33.9% | $96,683+2.4% | $75,163+31.7% |
| Participation rate | 59.3% | 66.4%-7.2pp | 74.3%-15.1pp | 67.2%-7.9pp |
| Annual return | -8.16% | 26.70%-34.9pp | 35.69%-43.9pp | 160.62%-168.8pp |
| Employer contribution / active EE | $1,469 | $2,928-49.8% | $3,737-60.7% | $2,670-45.0% |
| Participant deferral / active EE | $3,197 | $3,659-12.6% | $4,878-34.5% | $4,125-22.5% |
| Admin fee / account holder | $6,874 | $5,216+31.8% | $6,730+2.1% | $5,651+21.6% |