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 | $45,531 | $82,664-44.9% | $125,339-63.7% | $68,494-33.5% |
| Participation rate | 48.0% | 75.0%-27.0pp | 82.4%-34.4pp | 67.9%-19.9pp |
| Annual return | -19.43% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,935 | $3,381-42.8% | $4,814-59.8% | $2,596-25.5% |
| Participant deferral / active EE | $5,492 | $6,110-10.1% | $7,446-26.2% | $4,027+36.4% |
| Admin fee / account holder | $1,415 | $6,275-77.5% | $10,010-85.9% | $5,403-73.8% |