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 | $30,761 | $77,813-60.5% | $123,544-75.1% | $64,186-52.1% |
| Participation rate | 24.3% | 74.7%-50.4pp | 82.3%-58.0pp | 69.6%-45.2pp |
| Annual return | -48.75% | 12.48%-61.2pp | 119.20%-167.9pp | 7.63%-56.4pp |
| Employer contribution / active EE | $948 | $3,014-68.5% | $4,628-79.5% | $2,381-60.2% |
| Participant deferral / active EE | $3,655 | $5,240-30.2% | $6,426-43.1% | $3,470+5.4% |
| Admin fee / account holder | $3,873 | $5,519-29.8% | $9,284-58.3% | $4,888-20.8% |