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 | $100,034 | $198,466-49.6% | $170,442-41.3% | $147,584-32.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | -0.47% | 257.29%-257.8pp | 205.93%-206.4pp | 578.55%-579.0pp |
| Employer contribution / active EE | $2,036 | $6,184-67.1% | $5,433-62.5% | $4,876-58.2% |
| Participant deferral / active EE | $3,413 | $5,629-39.4% | $4,939-30.9% | $5,439-37.2% |
| Admin fee / account holder | $716 | $16,852-95.8% | $13,880-94.8% | $10,885-93.4% |