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 | $39,006 | $82,664-52.8% | $125,339-68.9% | $68,494-43.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -23.96% | -5.97%-18.0pp | 572.05%-596.0pp | -7.84%-16.1pp |
| Employer contribution / active EE | $4,443 | $3,381+31.4% | $4,814-7.7% | $2,596+71.1% |
| Participant deferral / active EE | $5,830 | $6,110-4.6% | $7,446-21.7% | $4,027+44.8% |
| Admin fee / account holder | $667 | $6,275-89.4% | $10,010-93.3% | $5,403-87.6% |