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 | $5,317 | $27,641-80.8% | $61,373-91.3% | $68,494-92.2% |
| Participation rate | 30.2% | 39.5%-9.3pp | 52.6%-22.4pp | 67.9%-37.7pp |
| Annual return | -23.27% | -13.24%-10.0pp | 338.61%-361.9pp | -7.84%-15.4pp |
| Employer contribution / active EE | $348 | $695-50.0% | $1,159-70.0% | $2,596-86.6% |
| Participant deferral / active EE | $696 | $1,263-44.9% | $2,125-67.2% | $4,027-82.7% |
| Admin fee / account holder | $389 | $2,010-80.6% | $2,130-81.7% | $5,403-92.8% |