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 | $126,232 | $142,344-11.3% | $119,609+5.5% | $134,475-6.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -21.15% | -12.44%-8.7pp | -14.97%-6.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,805 | $5,222-65.4% | $4,232-57.4% | $4,740-61.9% |
| Participant deferral / active EE | $3,219 | $6,469-50.2% | $5,602-42.5% | $6,400-49.7% |
| Admin fee / account holder | $7,519 | $13,584-44.6% | $10,323-27.2% | $11,426-34.2% |