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 | $131,315 | $92,222+42.4% | $76,768+71.1% | $135,375-3.0% |
| Participation rate | 54.5% | 79.8%-25.2pp | 77.0%-22.4pp | 82.6%-28.1pp |
| Annual return | -9.23% | 5.46%-14.7pp | 2.43%-11.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,998 | $3,216-37.9% | $2,485-19.6% | $4,779-58.2% |
| Participant deferral / active EE | $5,784 | $4,509+28.3% | $3,852+50.2% | $5,609+3.1% |
| Admin fee / account holder | $9,396 | $10,748-12.6% | $6,675+40.8% | $10,827-13.2% |