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 | $23,046 | $73,867-68.8% | $143,757-84.0% | $68,494-66.4% |
| Participation rate | 67.5% | 66.7%+0.8pp | 80.3%-12.8pp | 67.9%-0.4pp |
| Annual return | -21.00% | 1.01%-22.0pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,805 | $3,184-43.3% | $4,951-63.5% | $2,596-30.5% |
| Participant deferral / active EE | $4,533 | $3,384+33.9% | $5,637-19.6% | $4,027+12.6% |
| Admin fee / account holder | $1,701 | $5,755-70.4% | $14,673-88.4% | $5,403-68.5% |