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 | $37,967 | $68,547-44.6% | $120,354-68.5% | $80,856-53.0% |
| Participation rate | 39.0% | 61.6%-22.6pp | 71.9%-32.9pp | 67.6%-28.6pp |
| Annual return | -1.77% | 23.60%-25.4pp | 107.15%-108.9pp | 35.59%-37.4pp |
| Employer contribution / active EE | $1,030 | $2,051-49.8% | $3,463-70.3% | $2,755-62.6% |
| Participant deferral / active EE | $1,800 | $3,173-43.3% | $4,991-63.9% | $4,296-58.1% |
| Admin fee / account holder | $11,589 | $5,732+102.2% | $9,423+23.0% | $6,918+67.5% |