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 | $98,707 | $73,004+35.2% | $90,749+8.8% | $68,494+44.1% |
| Participation rate | 52.0% | 70.8%-18.8pp | 75.7%-23.7pp | 67.9%-15.9pp |
| Annual return | -23.58% | -13.81%-9.8pp | -12.16%-11.4pp | -7.84%-15.7pp |
| Employer contribution / active EE | $1,080 | $2,193-50.8% | $2,921-63.0% | $2,596-58.4% |
| Participant deferral / active EE | $2,438 | $3,627-32.8% | $4,564-46.6% | $4,027-39.5% |
| Admin fee / account holder | $2,046 | $5,896-65.3% | $8,445-75.8% | $5,403-62.1% |