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 | $76,581 | $81,900-6.5% | $119,609-36.0% | $68,494+11.8% |
| Participation rate | 42.4% | 71.9%-29.5pp | 79.3%-36.9pp | 67.9%-25.5pp |
| Annual return | -21.11% | -23.82%+2.7pp | -14.97%-6.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,770 | $2,693-34.3% | $4,232-58.2% | $2,596-31.8% |
| Participant deferral / active EE | $3,739 | $4,148-9.8% | $5,602-33.3% | $4,027-7.2% |
| Admin fee / account holder | $4,919 | $6,582-25.3% | $10,323-52.4% | $5,403-9.0% |