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 8-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 | $35,704 | $133,958-73.3% | $112,228-68.2% | $134,475-73.4% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -24.29% | 47.11%-71.4pp | 27.45%-51.7pp | 417.96%-442.3pp |
| Employer contribution / active EE | $2,129 | $4,038-47.3% | $3,635-41.4% | $4,740-55.1% |
| Participant deferral / active EE | $6,929 | $5,291+31.0% | $4,728+46.6% | $6,400+8.3% |
| Admin fee / account holder | $1,382 | $7,489-81.5% | $6,410-78.4% | $11,426-87.9% |