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 | $11,997 | $67,331-82.2% | $60,874-80.3% | $134,475-91.1% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.1%-30.3pp | 81.2%-38.4pp |
| Annual return | -24.62% | 49.93%-74.6pp | 16.90%-41.5pp | 417.96%-442.6pp |
| Employer contribution / active EE | $1,081 | $3,096-65.1% | $2,701-60.0% | $4,740-77.2% |
| Participant deferral / active EE | $1,332 | $4,538-70.6% | $3,817-65.1% | $6,400-79.2% |
| Admin fee / account holder | $680 | $4,582-85.2% | $3,224-78.9% | $11,426-94.0% |