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 | $38,202 | $91,538-58.3% | $129,995-70.6% | $75,163-49.2% |
| Participation rate | 61.2% | 71.4%-10.2pp | 78.5%-17.3pp | 67.2%-6.0pp |
| Annual return | 6.46% | -631.11%+637.6pp | -137.18%+143.6pp | 160.62%-154.2pp |
| Employer contribution / active EE | $2,196 | $2,845-22.8% | $4,320-49.2% | $2,670-17.7% |
| Participant deferral / active EE | $4,834 | $4,341+11.3% | $5,820-16.9% | $4,125+17.2% |
| Admin fee / account holder | $1,229 | $6,790-81.9% | $10,614-88.4% | $5,651-78.2% |