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 | $226,799 | $59,805+279.2% | $79,550+185.1% | $68,494+231.1% |
| Participation rate | 37.0% | 61.1%-24.0pp | 69.5%-32.4pp | 67.9%-30.9pp |
| Annual return | -29.18% | -12.30%-16.9pp | 0.16%-29.3pp | -7.84%-21.3pp |
| Employer contribution / active EE | $1,505 | $1,5050% | $2,413-37.6% | $2,596-42.0% |
| Participant deferral / active EE | $3,811 | $3,024+26.0% | $3,985-4.4% | $4,027-5.4% |
| Admin fee / account holder | $833 | $4,835-82.8% | $6,832-87.8% | $5,403-84.6% |