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 9-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 | $26,988 | $71,883-62.5% | $86,677-68.9% | $68,494-60.6% |
| Participation rate | 61.3% | 72.2%-10.9pp | 76.6%-15.3pp | 67.9%-6.6pp |
| Annual return | -19.56% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,784 | $2,173+28.1% | $2,836-1.8% | $2,596+7.2% |
| Participant deferral / active EE | $6,369 | $3,779+68.5% | $4,656+36.8% | $4,027+58.1% |
| Admin fee / account holder | $8,332 | $6,112+36.3% | $7,493+11.2% | $5,403+54.2% |