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 6-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 | $12,687 | $152,509-91.7% | $117,472-89.2% | $134,475-90.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -25.05% | 52.99%-78.0pp | 29.74%-54.8pp | 417.96%-443.0pp |
| Employer contribution / active EE | $1,238 | $5,571-77.8% | $4,176-70.4% | $4,740-73.9% |
| Participant deferral / active EE | $1,946 | $4,818-59.6% | $4,070-52.2% | $6,400-69.6% |
| Admin fee / account holder | $1,113 | $7,004-84.1% | $5,645-80.3% | $11,426-90.3% |