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 | $23,293 | $57,354-59.4% | $83,848-72.2% | $64,186-63.7% |
| Participation rate | 55.6% | 68.6%-13.1pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | -10.07% | 11.38%-21.5pp | 850.88%-861.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $4,027 | $2,545+58.2% | $3,631+10.9% | $2,381+69.2% |
| Participant deferral / active EE | $6,117 | $2,993+104.4% | $4,082+49.9% | $3,470+76.3% |
| Admin fee / account holder | $600 | $4,046-85.2% | $5,478-89.0% | $4,888-87.7% |