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 | $19,661 | $78,694-75.0% | $67,652-70.9% | $125,391-84.3% |
| Participation rate | 42.9% | 78.8%-35.9pp | 75.7%-32.8pp | 83.2%-40.3pp |
| Annual return | -3.72% | 9.46%-13.2pp | 6625.04%-6628.8pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,043 | $3,044-32.9% | $2,266-9.8% | $4,866-58.0% |
| Participant deferral / active EE | $5,154 | $4,292+20.1% | $3,560+44.8% | $5,352-3.7% |
| Admin fee / account holder | $5,337 | $7,403-27.9% | $4,821+10.7% | $9,540-44.1% |