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 8-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 | $25,621 | $142,344-82.0% | $119,609-78.6% | $134,475-80.9% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -22.76% | -12.44%-10.3pp | -14.97%-7.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,285 | $5,222-75.4% | $4,232-69.6% | $4,740-72.9% |
| Participant deferral / active EE | $6,824 | $6,469+5.5% | $5,602+21.8% | $6,400+6.6% |
| Admin fee / account holder | $610 | $13,584-95.5% | $10,323-94.1% | $11,426-94.7% |