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 | $107,106 | $50,958+110.2% | $74,550+43.7% | $64,186+66.9% |
| Participation rate | 47.6% | 61.1%-13.5pp | 69.1%-21.6pp | 69.6%-22.0pp |
| Annual return | -8.03% | -1.86%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $906 | $1,115-18.8% | $1,961-53.8% | $2,381-61.9% |
| Participant deferral / active EE | $4,245 | $2,301+84.4% | $3,108+36.6% | $3,470+22.3% |
| Admin fee / account holder | $2,668 | $4,223-36.8% | $5,060-47.3% | $4,888-45.4% |