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 | $44,295 | $138,065-67.9% | $123,544-64.1% | $135,375-67.3% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -10.00% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,272 | $5,151-75.3% | $4,628-72.5% | $4,779-73.4% |
| Participant deferral / active EE | $4,654 | $6,799-31.5% | $6,426-27.6% | $5,609-17.0% |
| Admin fee / account holder | $349 | $10,916-96.8% | $9,284-96.2% | $10,827-96.8% |