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 8-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 | $102,257 | $133,958-23.7% | $112,228-8.9% | $134,475-24.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -34.22% | 47.11%-81.3pp | 27.45%-61.7pp | 417.96%-452.2pp |
| Employer contribution / active EE | $4,828 | $4,038+19.6% | $3,635+32.8% | $4,740+1.9% |
| Participant deferral / active EE | $10,053 | $5,291+90.0% | $4,728+112.6% | $6,400+57.1% |
| Admin fee / account holder | $876 | $7,489-88.3% | $6,410-86.3% | $11,426-92.3% |