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 5-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 | $11,517 | $54,350-78.8% | $82,719-86.1% | $68,494-83.2% |
| Participation rate | 62.3% | 63.9%-1.6pp | 72.6%-10.3pp | 67.9%-5.6pp |
| Annual return | -36.40% | -13.67%-22.7pp | 701.18%-737.6pp | -7.84%-28.6pp |
| Employer contribution / active EE | $2,434 | $2,218+9.7% | $3,009-19.1% | $2,596-6.3% |
| Participant deferral / active EE | $5,417 | $3,246+66.9% | $4,395+23.3% | $4,027+34.5% |
| Admin fee / account holder | $2,029 | $4,395-53.8% | $5,329-61.9% | $5,403-62.4% |