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 | $63,456 | $64,707-1.9% | $112,228-43.5% | $68,494-7.4% |
| Participation rate | 64.0% | 67.2%-3.2pp | 75.1%-11.1pp | 67.9%-3.9pp |
| Annual return | -25.02% | -11.40%-13.6pp | 27.45%-52.5pp | -7.84%-17.2pp |
| Employer contribution / active EE | $1,815 | $2,746-33.9% | $3,635-50.1% | $2,596-30.1% |
| Participant deferral / active EE | $2,829 | $3,565-20.6% | $4,728-40.2% | $4,027-29.8% |
| Admin fee / account holder | $376 | $5,232-92.8% | $6,410-94.1% | $5,403-93.0% |