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 | $46,996 | $56,484-16.8% | $169,463-72.3% | $64,186-26.8% |
| Participation rate | 56.0% | 64.5%-8.5pp | 77.8%-21.8pp | 69.6%-13.6pp |
| Annual return | -8.21% | -1.55%-6.7pp | 1.83%-10.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,990 | $1,832+8.6% | $4,159-52.1% | $2,381-16.4% |
| Participant deferral / active EE | $4,671 | $3,448+35.5% | $5,277-11.5% | $3,470+34.6% |
| Admin fee / account holder | $739 | $4,174-82.3% | $9,109-91.9% | $4,888-84.9% |