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 3-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 | $26,560 | $64,839-59.0% | $95,585-72.2% | $84,808-68.7% |
| Participation rate | 62.5% | 63.8%-1.3pp | 72.1%-9.6pp | 68.3%-5.8pp |
| Annual return | -2.76% | -670.96%+668.2pp | 38.56%-41.3pp | 40.90%-43.7pp |
| Employer contribution / active EE | $1,493 | $1,759-15.1% | $2,527-40.9% | $2,631-43.2% |
| Participant deferral / active EE | $3,941 | $2,965+32.9% | $4,023-2.0% | $4,212-6.4% |
| Admin fee / account holder | $1,583 | $5,964-73.5% | $6,127-74.2% | $7,344-78.4% |