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 | $27,558 | $167,307-83.5% | $143,757-80.8% | $134,475-79.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -37.97% | 0.46%-38.4pp | -0.04%-37.9pp | 417.96%-455.9pp |
| Employer contribution / active EE | $1,312 | $5,619-76.6% | $4,951-73.5% | $4,740-72.3% |
| Participant deferral / active EE | $6,012 | $6,446-6.7% | $5,637+6.6% | $6,400-6.1% |
| Admin fee / account holder | $4,409 | $18,088-75.6% | $14,673-69.9% | $11,426-61.4% |