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 | $122,592 | $59,805+105.0% | $79,550+54.1% | $68,494+79.0% |
| Participation rate | 61.7% | 61.1%+0.7pp | 69.5%-7.8pp | 67.9%-6.2pp |
| Annual return | -20.17% | -12.30%-7.9pp | 0.16%-20.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,217 | $1,505+47.3% | $2,413-8.1% | $2,596-14.6% |
| Participant deferral / active EE | $5,693 | $3,024+88.2% | $3,985+42.9% | $4,027+41.4% |
| Admin fee / account holder | $10,062 | $4,835+108.1% | $6,832+47.3% | $5,403+86.2% |