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 | $82,592 | $104,907-21.3% | $84,611-2.4% | $152,861-46.0% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | -2.64% | 373.79%-376.4pp | 258.74%-261.4pp | 345.32%-348.0pp |
| Employer contribution / active EE | $453 | $3,302-86.3% | $2,652-82.9% | $4,762-90.5% |
| Participant deferral / active EE | $2,514 | $4,688-46.4% | $3,899-35.5% | $5,850-57.0% |
| Admin fee / account holder | $8,376 | $6,241+34.2% | $4,912+70.5% | $11,596-27.8% |