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 | $66,818 | $64,707+3.3% | $112,228-40.5% | $68,494-2.4% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -28.86% | -11.40%-17.5pp | 27.45%-56.3pp | -7.84%-21.0pp |
| Employer contribution / active EE | $3,148 | $2,746+14.6% | $3,635-13.4% | $2,596+21.3% |
| Participant deferral / active EE | $5,477 | $3,565+53.6% | $4,728+15.8% | $4,027+36.0% |
| Admin fee / account holder | $1,986 | $5,232-62.0% | $6,410-69.0% | $5,403-63.2% |