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 | $28,560 | $69,010-58.6% | $159,960-82.1% | $68,494-58.3% |
| Participation rate | 58.3% | 65.4%-7.1pp | 78.0%-19.6pp | 67.9%-9.6pp |
| Annual return | -19.48% | -9.65%-9.8pp | 408.60%-428.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,816 | $2,213-17.9% | $4,226-57.0% | $2,596-30.0% |
| Participant deferral / active EE | $4,572 | $4,212+8.6% | $6,182-26.0% | $4,027+13.5% |
| Admin fee / account holder | $559 | $4,798-88.3% | $8,698-93.6% | $5,403-89.6% |