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 | $21,559 | $76,000-71.6% | $154,107-86.0% | $64,186-66.4% |
| Participation rate | 61.5% | 70.4%-8.9pp | 83.0%-21.5pp | 69.6%-8.0pp |
| Annual return | -9.42% | 30.32%-39.7pp | 735.12%-744.5pp | 7.63%-17.1pp |
| Employer contribution / active EE | $978 | $3,351-70.8% | $5,298-81.5% | $2,381-58.9% |
| Participant deferral / active EE | $3,583 | $3,175+12.8% | $5,081-29.5% | $3,470+3.3% |
| Admin fee / account holder | $495 | $5,596-91.2% | $13,411-96.3% | $4,888-89.9% |