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 | $30,720 | $63,924-51.9% | $108,579-71.7% | $55,167-44.3% |
| Participation rate | 57.9% | 74.3%-16.4pp | 79.6%-21.6pp | 69.0%-11.0pp |
| Annual return | 3.32% | 15.31%-12.0pp | -51.70%+55.0pp | 169.23%-165.9pp |
| Employer contribution / active EE | $942 | $1,879-49.9% | $3,758-74.9% | $1,963-52.0% |
| Participant deferral / active EE | $2,904 | $3,067-5.3% | $4,311-32.6% | $3,054-4.9% |
| Admin fee / account holder | $1,130 | $618+83.0% | $7,645-85.2% | $504+124.3% |