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 | $76,354 | $91,538-16.6% | $129,995-41.3% | $75,163+1.6% |
| Participation rate | 34.1% | 71.4%-37.3pp | 78.5%-44.3pp | 67.2%-33.0pp |
| Annual return | 11.18% | -631.11%+642.3pp | -137.18%+148.4pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,411 | $2,845-50.4% | $4,320-67.3% | $2,670-47.1% |
| Participant deferral / active EE | $2,118 | $4,341-51.2% | $5,820-63.6% | $4,125-48.7% |
| Admin fee / account holder | $1,000 | $6,790-85.3% | $10,614-90.6% | $5,651-82.3% |