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 | $40,596 | $49,177-17.4% | $79,464-48.9% | $64,186-36.8% |
| Participation rate | 69.0% | 65.0%+3.9pp | 73.3%-4.4pp | 69.6%-0.6pp |
| Annual return | -8.58% | -1.16%-7.4pp | 718.14%-726.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,263 | $2,076-39.2% | $2,800-54.9% | $2,381-46.9% |
| Participant deferral / active EE | $4,177 | $2,821+48.0% | $3,704+12.8% | $3,470+20.4% |
| Admin fee / account holder | $577 | $3,839-85.0% | $5,113-88.7% | $4,888-88.2% |