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 9-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 | $45,153 | $82,664-45.4% | $125,339-64.0% | $68,494-34.1% |
| Participation rate | 30.0% | 75.0%-45.0pp | 82.4%-52.4pp | 67.9%-37.9pp |
| Annual return | -20.69% | -5.97%-14.7pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,902 | $6,110-52.5% | $7,446-61.0% | $4,027-27.9% |
| Admin fee / account holder | $6,571 | $6,275+4.7% | $10,010-34.4% | $5,403+21.6% |