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 | $54,016 | $49,451+9.2% | $79,550-32.1% | $66,914-19.3% |
| Participation rate | 60.4% | 61.3%-0.9pp | 69.5%-9.1pp | 69.8%-9.4pp |
| Annual return | -21.05% | 84.25%-105.3pp | 0.16%-21.2pp | 1.58%-22.6pp |
| Employer contribution / active EE | $1,358 | $1,266+7.3% | $2,413-43.7% | $2,544-46.6% |
| Participant deferral / active EE | $3,908 | $3,159+23.7% | $3,985-1.9% | $4,237-7.8% |
| Admin fee / account holder | $4,663 | $595+684.3% | $6,832-31.7% | $593+686.1% |