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 | $64,997 | $87,540-25.8% | $75,781-14.2% | $125,391-48.2% |
| Participation rate | 57.1% | 80.2%-23.0pp | 75.8%-18.7pp | 83.2%-26.0pp |
| Annual return | -8.71% | 13.48%-22.2pp | 9.68%-18.4pp | 282.22%-290.9pp |
| Employer contribution / active EE | $4,914 | $3,930+25.0% | $3,323+47.9% | $4,866+1.0% |
| Participant deferral / active EE | $3,595 | $4,229-15.0% | $3,651-1.5% | $5,352-32.8% |
| Admin fee / account holder | $1,650 | $6,502-74.6% | $5,299-68.9% | $9,540-82.7% |