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 | $63,465 | $95,971-33.9% | $74,550-14.9% | $135,375-53.1% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -12.77% | 56.96%-69.7pp | 32.53%-45.3pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,363 | $2,716-49.8% | $1,961-30.5% | $4,779-71.5% |
| Participant deferral / active EE | $6,811 | $3,843+77.2% | $3,108+119.1% | $5,609+21.4% |
| Admin fee / account holder | $1,296 | $6,522-80.1% | $5,060-74.4% | $10,827-88.0% |