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 | $56,517 | $59,107-4.4% | $86,436-34.6% | $68,494-17.5% |
| Participation rate | 58.8% | 75.2%-16.4pp | 80.3%-21.5pp | 67.9%-9.1pp |
| Annual return | -19.98% | -0.23%-19.7pp | 4394.89%-4414.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,297 | $5,901-44.1% | $6,952-52.6% | $4,027-18.1% |
| Admin fee / account holder | $543 | $5,637-90.4% | $6,731-91.9% | $5,403-89.9% |