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 4-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 | $112,905 | $73,933+52.7% | $96,683+16.8% | $75,163+50.2% |
| Participation rate | 50.9% | 66.4%-15.5pp | 74.3%-23.4pp | 67.2%-16.3pp |
| Annual return | -10.07% | 26.70%-36.8pp | 35.69%-45.8pp | 160.62%-170.7pp |
| Employer contribution / active EE | $1,420 | $2,928-51.5% | $3,737-62.0% | $2,670-46.8% |
| Participant deferral / active EE | $2,482 | $3,659-32.2% | $4,878-49.1% | $4,125-39.8% |
| Admin fee / account holder | $1,618 | $5,216-69.0% | $6,730-76.0% | $5,651-71.4% |