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 | $49,106 | $97,044-49.4% | $83,333-41.1% | $135,375-63.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -10.71% | 12.31%-23.0pp | 10.63%-21.3pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,668 | $4,143-11.5% | $3,379+8.6% | $4,779-23.2% |
| Participant deferral / active EE | $10,260 | $5,964+72.0% | $5,565+84.4% | $5,609+82.9% |
| Admin fee / account holder | $874 | $8,380-89.6% | $7,510-88.4% | $10,827-91.9% |