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 5-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 | $20,878 | $95,862-78.2% | $79,550-73.8% | $134,475-84.5% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -21.41% | -2.69%-18.7pp | 0.16%-21.6pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,844 | $3,128-9.1% | $2,413+17.9% | $4,740-40.0% |
| Participant deferral / active EE | $5,044 | $4,693+7.5% | $3,985+26.6% | $6,400-21.2% |
| Admin fee / account holder | $1,214 | $9,126-86.7% | $6,832-82.2% | $11,426-89.4% |