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 6-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 | $25,564 | $53,162-51.9% | $91,220-72.0% | $68,494-62.7% |
| Participation rate | 51.1% | 63.2%-12.1pp | 73.2%-22.1pp | 67.9%-16.8pp |
| Annual return | -21.76% | -3.14%-18.6pp | 114.01%-135.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $5,796 | $1,709+239.0% | $2,850+103.3% | $2,596+123.2% |
| Participant deferral / active EE | $2,704 | $2,974-9.1% | $4,234-36.1% | $4,027-32.9% |
| Admin fee / account holder | $380 | $4,493-91.6% | $5,420-93.0% | $5,403-93.0% |