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 5-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 | $10,641 | $93,024-88.6% | $77,024-86.2% | $134,475-92.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -23.49% | 62.60%-86.1pp | 42.32%-65.8pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,347 | $3,418-60.6% | $2,812-52.1% | $4,740-71.6% |
| Participant deferral / active EE | $5,213 | $5,238-0.5% | $4,426+17.8% | $6,400-18.5% |
| Admin fee / account holder | $687 | $6,944-90.1% | $5,425-87.3% | $11,426-94.0% |