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 | $38,777 | $142,344-72.8% | $119,609-67.6% | $134,475-71.2% |
| Participation rate | 64.7% | 82.8%-18.1pp | 79.3%-14.6pp | 81.2%-16.5pp |
| Annual return | -21.11% | -12.44%-8.7pp | -14.97%-6.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,127 | $5,222-59.3% | $4,232-49.7% | $4,740-55.1% |
| Participant deferral / active EE | $3,588 | $6,469-44.5% | $5,602-35.9% | $6,400-43.9% |
| Admin fee / account holder | $528 | $13,584-96.1% | $10,323-94.9% | $11,426-95.4% |