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 | $13,361 | $28,109-52.5% | $71,086-81.2% | $56,287-76.3% |
| Participation rate | 30.5% | 40.4%-9.9pp | 54.7%-24.1pp | 69.9%-39.3pp |
| Annual return | -8.96% | -615.05%+606.1pp | 650.59%-659.5pp | -9.96%+1.0pp |
| Employer contribution / active EE | $415 | $558-25.6% | $1,088-61.8% | $2,111-80.3% |
| Participant deferral / active EE | $1,234 | $1,116+10.6% | $1,874-34.2% | $3,350-63.2% |
| Admin fee / account holder | $395 | $585-32.4% | $3,082-87.2% | $521-24.1% |