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 | $60,289 | $167,307-64.0% | $143,757-58.1% | $134,475-55.2% |
| Participation rate | 36.4% | 84.8%-48.4pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -21.75% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,291 | $5,619-77.0% | $4,951-73.9% | $4,740-72.8% |
| Participant deferral / active EE | $4,309 | $6,446-33.1% | $5,637-23.6% | $6,400-32.7% |
| Admin fee / account holder | $791 | $18,088-95.6% | $14,673-94.6% | $11,426-93.1% |