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 | $25,747 | $84,808-69.6% | $27,857-7.6% | $84,808-69.6% |
| Participation rate | 9.1% | 68.3%-59.2pp | 57.7%-48.6pp | 68.3%-59.2pp |
| Annual return | -25.15% | 40.90%-66.0pp | 12.91%-38.1pp | 40.90%-66.0pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $6,223-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,201 | $4,212-71.5% | $7,246-83.4% | $4,212-71.5% |
| Admin fee / account holder | $7,490 | $7,344+2.0% | $2,011+272.5% | $7,344+2.0% |