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 | $94,954 | $56,357+68.5% | $104,294-9.0% | $68,494+38.6% |
| Participation rate | 31.6% | 63.3%-31.7pp | 73.3%-41.7pp | 67.9%-36.3pp |
| Annual return | -22.14% | -9.19%-12.9pp | 24.61%-46.7pp | -7.84%-14.3pp |
| Employer contribution / active EE | $582 | $1,960-70.3% | $3,372-82.7% | $2,596-77.6% |
| Participant deferral / active EE | $2,506 | $3,077-18.5% | $4,625-45.8% | $4,027-37.8% |
| Admin fee / account holder | $1,130 | $4,903-77.0% | $7,339-84.6% | $5,403-79.1% |