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 | $109,540 | $45,863+138.8% | $77,024+42.2% | $68,494+59.9% |
| Participation rate | 19.2% | 55.9%-36.7pp | 67.9%-48.7pp | 67.9%-48.7pp |
| Annual return | -23.84% | 1.72%-25.6pp | 42.32%-66.2pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,940 | $1,650+17.6% | $2,812-31.0% | $2,596-25.3% |
| Participant deferral / active EE | $2,245 | $2,962-24.2% | $4,426-49.3% | $4,027-44.3% |
| Admin fee / account holder | $1,601 | $3,041-47.3% | $5,425-70.5% | $5,403-70.4% |