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 | $29,067 | $82,664-64.8% | $125,339-76.8% | $68,494-57.6% |
| Participation rate | 42.1% | 75.0%-32.9pp | 82.4%-40.3pp | 67.9%-25.8pp |
| Annual return | -21.70% | -5.97%-15.7pp | 572.05%-593.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,367 | $6,110-12.2% | $7,446-27.9% | $4,027+33.3% |
| Admin fee / account holder | $1,006 | $6,275-84.0% | $10,010-90.0% | $5,403-81.4% |