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 | $140,924 | $56,484+149.5% | $169,463-16.8% | $64,186+119.6% |
| Participation rate | 45.7% | 64.5%-18.8pp | 77.8%-32.1pp | 69.6%-23.9pp |
| Annual return | -8.50% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,929 | $1,832+5.3% | $4,159-53.6% | $2,381-19.0% |
| Participant deferral / active EE | $5,197 | $3,448+50.7% | $5,277-1.5% | $3,470+49.8% |
| Admin fee / account holder | $34,155 | $4,174+718.2% | $9,109+274.9% | $4,888+598.7% |