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 | $88,396 | $76,912+14.9% | $129,110-31.5% | $68,494+29.1% |
| Participation rate | 47.2% | 69.1%-22.0pp | 77.3%-30.1pp | 67.9%-20.7pp |
| Annual return | -18.90% | -9.78%-9.1pp | -10.94%-8.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,604 | $3,243-50.5% | $5,052-68.2% | $2,596-38.2% |
| Participant deferral / active EE | $3,802 | $4,732-19.7% | $6,542-41.9% | $4,027-5.6% |
| Admin fee / account holder | $5,365 | $6,638-19.2% | $14,302-62.5% | $5,403-0.7% |