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 | $75,476 | $75,935-0.6% | $60,547+24.7% | $125,391-39.8% |
| Participation rate | 53.8% | 76.5%-22.7pp | 68.0%-14.1pp | 83.2%-29.3pp |
| Annual return | -4.69% | -5.38%+0.7pp | 335.64%-340.3pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,397 | $3,438-59.4% | $2,419-42.3% | $4,866-71.3% |
| Participant deferral / active EE | $4,859 | $4,506+7.8% | $3,328+46.0% | $5,352-9.2% |
| Admin fee / account holder | $848 | $6,768-87.5% | $4,536-81.3% | $9,540-91.1% |