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 | $109,217 | $64,707+68.8% | $112,228-2.7% | $68,494+59.5% |
| Participation rate | 56.4% | 67.2%-10.7pp | 75.1%-18.7pp | 67.9%-11.5pp |
| Annual return | -29.88% | -11.40%-18.5pp | 27.45%-57.3pp | -7.84%-22.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,256 | $3,565+75.5% | $4,728+32.3% | $4,027+55.4% |
| Admin fee / account holder | $1,309 | $5,232-75.0% | $6,410-79.6% | $5,403-75.8% |