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 | $61,760 | $142,344-56.6% | $119,609-48.4% | $134,475-54.1% |
| Participation rate | 64.7% | 82.8%-18.1pp | 79.3%-14.6pp | 81.2%-16.5pp |
| Annual return | -25.63% | -12.44%-13.2pp | -14.97%-10.7pp | 417.96%-443.6pp |
| Employer contribution / active EE | $2,760 | $5,222-47.2% | $4,232-34.8% | $4,740-41.8% |
| Participant deferral / active EE | $4,224 | $6,469-34.7% | $5,602-24.6% | $6,400-34.0% |
| Admin fee / account holder | $366 | $13,584-97.3% | $10,323-96.5% | $11,426-96.8% |