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 | $39,747 | $76,000-47.7% | $154,107-74.2% | $64,186-38.1% |
| Participation rate | 52.0% | 70.4%-18.4pp | 83.0%-31.0pp | 69.6%-17.6pp |
| Annual return | -8.24% | 30.32%-38.6pp | 735.12%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,786 | $3,351-46.7% | $5,298-66.3% | $2,381-25.0% |
| Participant deferral / active EE | $4,027 | $3,175+26.8% | $5,081-20.7% | $3,470+16.1% |
| Admin fee / account holder | $371 | $5,596-93.4% | $13,411-97.2% | $4,888-92.4% |