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 | $20,785 | $54,350-61.8% | $82,719-74.9% | $68,494-69.7% |
| Participation rate | 17.9% | 63.9%-46.0pp | 72.6%-54.6pp | 67.9%-49.9pp |
| Annual return | -21.15% | -13.67%-7.5pp | 701.18%-722.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $478 | $2,218-78.4% | $3,009-84.1% | $2,596-81.6% |
| Participant deferral / active EE | $1,271 | $3,246-60.8% | $4,395-71.1% | $4,027-68.4% |
| Admin fee / account holder | $412 | $4,395-90.6% | $5,329-92.3% | $5,403-92.4% |