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 | $47,855 | $100,754-52.5% | $86,677-44.8% | $134,475-64.4% |
| Participation rate | 61.5% | 78.9%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | -33.58% | 29.04%-62.6pp | 35.91%-69.5pp | 417.96%-451.5pp |
| Employer contribution / active EE | $922 | $3,489-73.6% | $2,836-67.5% | $4,740-80.6% |
| Participant deferral / active EE | $1,828 | $5,338-65.8% | $4,656-60.7% | $6,400-71.4% |
| Admin fee / account holder | $624 | $10,926-94.3% | $7,493-91.7% | $11,426-94.5% |