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 7-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 | $21,883 | $108,919-79.9% | $100,391-78.2% | $145,922-85.0% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | -1.98% | 57.88%-59.9pp | 49.20%-51.2pp | 561.29%-563.3pp |
| Employer contribution / active EE | $678 | $4,419-84.7% | $3,942-82.8% | $4,660-85.5% |
| Participant deferral / active EE | $6,781 | $8,445-19.7% | $8,082-16.1% | $6,688+1.4% |
| Admin fee / account holder | $2,281 | $9,689-76.5% | $7,899-71.1% | $13,397-83.0% |