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 | $85,437 | $54,350+57.2% | $82,719+3.3% | $68,494+24.7% |
| Participation rate | 42.4% | 63.9%-21.5pp | 72.6%-30.1pp | 67.9%-25.5pp |
| Annual return | -26.49% | -13.67%-12.8pp | 701.18%-727.7pp | -7.84%-18.6pp |
| Employer contribution / active EE | $2,361 | $2,218+6.4% | $3,009-21.5% | $2,596-9.1% |
| Participant deferral / active EE | $3,880 | $3,246+19.5% | $4,395-11.7% | $4,027-3.7% |
| Admin fee / account holder | $10,632 | $4,395+141.9% | $5,329+99.5% | $5,403+96.8% |