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 | $53,589 | $59,805-10.4% | $79,550-32.6% | $68,494-21.8% |
| Participation rate | 52.2% | 61.1%-8.9pp | 69.5%-17.3pp | 67.9%-15.7pp |
| Annual return | -19.60% | -12.30%-7.3pp | 0.16%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $666 | $1,505-55.7% | $2,413-72.4% | $2,596-74.3% |
| Participant deferral / active EE | $5,386 | $3,024+78.1% | $3,985+35.1% | $4,027+33.7% |
| Admin fee / account holder | $1,114 | $4,835-77.0% | $6,832-83.7% | $5,403-79.4% |