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 6-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 | $37,081 | $64,707-42.7% | $112,228-67.0% | $68,494-45.9% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -23.19% | -11.40%-11.8pp | 27.45%-50.6pp | -7.84%-15.3pp |
| Employer contribution / active EE | $1,708 | $2,746-37.8% | $3,635-53.0% | $2,596-34.2% |
| Participant deferral / active EE | $5,314 | $3,565+49.1% | $4,728+12.4% | $4,027+31.9% |
| Admin fee / account holder | $426 | $5,232-91.9% | $6,410-93.4% | $5,403-92.1% |