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 | $62,999 | $110,094-42.8% | $151,611-58.4% | $68,494-8.0% |
| Participation rate | 51.7% | 84.0%-32.2pp | 87.5%-35.8pp | 67.9%-16.2pp |
| Annual return | -20.02% | -10.12%-9.9pp | 3.33%-23.3pp | -7.84%-12.2pp |
| Employer contribution / active EE | $3,837 | $4,471-14.2% | $6,166-37.8% | $2,596+47.8% |
| Participant deferral / active EE | $9,903 | $6,527+51.7% | $8,363+18.4% | $4,027+145.9% |
| Admin fee / account holder | $1,964 | $7,719-74.6% | $11,616-83.1% | $5,403-63.7% |