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 5-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 | $15,906 | $67,214-76.3% | $61,491-74.1% | $134,475-88.2% |
| Participation rate | 50.0% | 83.7%-33.7pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -22.01% | -12.08%-9.9pp | -12.98%-9.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,632 | $4,974-27.0% | $4,246-14.5% | $4,740-23.4% |
| Participant deferral / active EE | $5,811 | $6,103-4.8% | $5,188+12.0% | $6,400-9.2% |
| Admin fee / account holder | $1,983 | $4,610-57.0% | $4,312-54.0% | $11,426-82.6% |