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 | $24,091 | $114,047-78.9% | $96,139-74.9% | $167,490-85.6% |
| Participation rate | 41.2% | 75.1%-33.9pp | 68.4%-27.3pp | 82.1%-40.9pp |
| Annual return | -2.44% | 189.88%-192.3pp | 191.94%-194.4pp | 478.56%-481.0pp |
| Employer contribution / active EE | $557 | $3,427-83.7% | $2,797-80.1% | $4,837-88.5% |
| Participant deferral / active EE | $1,579 | $5,194-69.6% | $4,349-63.7% | $6,341-75.1% |
| Admin fee / account holder | $2,735 | $6,897-60.3% | $5,537-50.6% | $12,309-77.8% |