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 | $232,303 | $167,307+38.8% | $143,757+61.6% | $134,475+72.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -33.56% | 0.46%-34.0pp | -0.04%-33.5pp | 417.96%-451.5pp |
| Employer contribution / active EE | $15,416 | $5,619+174.3% | $4,951+211.4% | $4,740+225.3% |
| Participant deferral / active EE | $4,841 | $6,446-24.9% | $5,637-14.1% | $6,400-24.4% |
| Admin fee / account holder | $468 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |