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 8-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 | $22,522 | $73,867-69.5% | $143,757-84.3% | $68,494-67.1% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -20.57% | 1.01%-21.6pp | -0.04%-20.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,000 | $3,184-37.2% | $4,951-59.6% | $2,596-23.0% |
| Participant deferral / active EE | $4,588 | $3,384+35.5% | $5,637-18.6% | $4,027+13.9% |
| Admin fee / account holder | $598 | $5,755-89.6% | $14,673-95.9% | $5,403-88.9% |