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 7-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 | $21,039 | $82,664-74.5% | $125,339-83.2% | $68,494-69.3% |
| Participation rate | 45.0% | 75.0%-30.0pp | 82.4%-37.4pp | 67.9%-22.9pp |
| Annual return | -19.82% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,894 | $3,381-44.0% | $4,814-60.7% | $2,596-27.0% |
| Participant deferral / active EE | $3,810 | $6,110-37.7% | $7,446-48.8% | $4,027-5.4% |
| Admin fee / account holder | $743 | $6,275-88.2% | $10,010-92.6% | $5,403-86.2% |