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 | $54,619 | $69,010-20.9% | $159,960-65.9% | $68,494-20.3% |
| Participation rate | 46.8% | 65.4%-18.6pp | 78.0%-31.1pp | 67.9%-21.1pp |
| Annual return | -20.95% | -9.65%-11.3pp | 408.60%-429.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,388 | $4,212+27.9% | $6,182-12.8% | $4,027+33.8% |
| Admin fee / account holder | $3,811 | $4,798-20.6% | $8,698-56.2% | $5,403-29.5% |