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 | $114,142 | $110,094+3.7% | $151,611-24.7% | $68,494+66.6% |
| Participation rate | 52.7% | 84.0%-31.2pp | 87.5%-34.8pp | 67.9%-15.2pp |
| Annual return | -18.70% | -10.12%-8.6pp | 3.33%-22.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,950 | $6,527+6.5% | $8,363-16.9% | $4,027+72.6% |
| Admin fee / account holder | $1,421 | $7,719-81.6% | $11,616-87.8% | $5,403-73.7% |