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 | $114,274 | $77,813+46.9% | $123,544-7.5% | $64,186+78.0% |
| Participation rate | 57.9% | 74.7%-16.8pp | 82.3%-24.4pp | 69.6%-11.7pp |
| Annual return | -8.36% | 12.48%-20.8pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,149 | $5,240+36.4% | $6,426+11.3% | $3,470+106.1% |
| Admin fee / account holder | $2,515 | $5,519-54.4% | $9,284-72.9% | $4,888-48.5% |