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 | $120,228 | $73,867+62.8% | $143,757-16.4% | $68,494+75.5% |
| Participation rate | 62.5% | 66.7%-4.2pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -19.90% | 1.01%-20.9pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,410 | $3,184-24.3% | $4,951-51.3% | $2,596-7.2% |
| Participant deferral / active EE | $6,000 | $3,384+77.3% | $5,637+6.4% | $4,027+49.0% |
| Admin fee / account holder | $1,292 | $5,755-77.6% | $14,673-91.2% | $5,403-76.1% |