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 | $21,906 | $76,000-71.2% | $154,107-85.8% | $64,186-65.9% |
| Participation rate | 30.1% | 70.4%-40.3pp | 83.0%-52.9pp | 69.6%-39.4pp |
| Annual return | -10.23% | 30.32%-40.5pp | 735.12%-745.3pp | 7.63%-17.9pp |
| Employer contribution / active EE | $494 | $3,351-85.3% | $5,298-90.7% | $2,381-79.2% |
| Participant deferral / active EE | $915 | $3,175-71.2% | $5,081-82.0% | $3,470-73.6% |
| Admin fee / account holder | $2,506 | $5,596-55.2% | $13,411-81.3% | $4,888-48.7% |