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 | $79,240 | $50,958+55.5% | $74,550+6.3% | $64,186+23.5% |
| Participation rate | 54.5% | 61.1%-6.5pp | 69.1%-14.6pp | 69.6%-15.0pp |
| Annual return | -8.93% | -1.86%-7.1pp | 32.53%-41.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,472 | $1,115+31.9% | $1,961-25.0% | $2,381-38.2% |
| Participant deferral / active EE | $3,551 | $2,301+54.3% | $3,108+14.3% | $3,470+2.4% |
| Admin fee / account holder | $3,482 | $4,223-17.5% | $5,060-31.2% | $4,888-28.8% |