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 | $56,019 | $87,540-36.0% | $75,781-26.1% | $125,391-55.3% |
| Participation rate | 53.8% | 80.2%-26.3pp | 75.8%-22.0pp | 83.2%-29.3pp |
| Annual return | -5.74% | 13.48%-19.2pp | 9.68%-15.4pp | 282.22%-288.0pp |
| Employer contribution / active EE | $1,276 | $3,930-67.5% | $3,323-61.6% | $4,866-73.8% |
| Participant deferral / active EE | $2,854 | $4,229-32.5% | $3,651-21.8% | $5,352-46.7% |
| Admin fee / account holder | $764 | $6,502-88.3% | $5,299-85.6% | $9,540-92.0% |