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 | $30,020 | $57,354-47.7% | $83,848-64.2% | $64,186-53.2% |
| Participation rate | 58.2% | 68.6%-10.4pp | 76.1%-18.0pp | 69.6%-11.4pp |
| Annual return | -8.87% | 11.38%-20.3pp | 850.88%-859.7pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,080 | $2,545-57.6% | $3,631-70.2% | $2,381-54.6% |
| Participant deferral / active EE | $3,066 | $2,993+2.4% | $4,082-24.9% | $3,470-11.6% |
| Admin fee / account holder | $2,744 | $4,046-32.2% | $5,478-49.9% | $4,888-43.9% |