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 | $55,362 | $82,664-33.0% | $125,339-55.8% | $68,494-19.2% |
| Participation rate | 68.8% | 75.0%-6.3pp | 82.4%-13.6pp | 67.9%+0.9pp |
| Annual return | -19.54% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,829 | $3,381-16.3% | $4,814-41.2% | $2,596+9.0% |
| Participant deferral / active EE | $7,190 | $6,110+17.7% | $7,446-3.4% | $4,027+78.5% |
| Admin fee / account holder | $2,437 | $6,275-61.2% | $10,010-75.7% | $5,403-54.9% |