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 8-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 | $63,235 | $117,983-46.4% | $101,794-37.9% | $142,382-55.6% |
| Participation rate | 17.4% | 74.2%-56.8pp | 69.2%-51.8pp | 80.1%-62.7pp |
| Annual return | -9.18% | 36.92%-46.1pp | 30.53%-39.7pp | 217.08%-226.3pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,840 | $4,714-39.7% | $4,084-30.5% | $6,507-56.4% |
| Admin fee / account holder | $11,011 | $10,433+5.5% | $8,777+25.5% | $12,624-12.8% |