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 | $65,185 | $127,100-48.7% | $105,738-38.4% | $135,375-51.8% |
| Participation rate | 58.3% | 82.7%-24.4pp | 76.3%-18.0pp | 82.6%-24.3pp |
| Annual return | -8.81% | 4.49%-13.3pp | 6.27%-15.1pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,354 | $4,107-67.0% | $3,268-58.6% | $4,779-71.7% |
| Participant deferral / active EE | $4,676 | $5,064-7.7% | $4,080+14.6% | $5,609-16.6% |
| Admin fee / account holder | $1,432 | $9,087-84.2% | $6,913-79.3% | $10,827-86.8% |