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 | $56,483 | $82,664-31.7% | $125,339-54.9% | $68,494-17.5% |
| Participation rate | 61.6% | 75.0%-13.4pp | 82.4%-20.7pp | 67.9%-6.2pp |
| Annual return | -20.99% | -5.97%-15.0pp | 572.05%-593.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $4,224 | $3,381+24.9% | $4,814-12.2% | $2,596+62.7% |
| Participant deferral / active EE | $9,130 | $6,110+49.4% | $7,446+22.6% | $4,027+126.7% |
| Admin fee / account holder | $5,908 | $6,275-5.9% | $10,010-41.0% | $5,403+9.4% |