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 | $40,053 | $57,354-30.2% | $83,848-52.2% | $64,186-37.6% |
| Participation rate | 69.2% | 68.6%+0.6pp | 76.1%-6.9pp | 69.6%-0.3pp |
| Annual return | -13.99% | 11.38%-25.4pp | 850.88%-864.9pp | 7.63%-21.6pp |
| Employer contribution / active EE | $1,383 | $2,545-45.7% | $3,631-61.9% | $2,381-41.9% |
| Participant deferral / active EE | $2,406 | $2,993-19.6% | $4,082-41.0% | $3,470-30.6% |
| Admin fee / account holder | $1,550 | $4,046-61.7% | $5,478-71.7% | $4,888-68.3% |