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 | $41,459 | $52,519-21.1% | $155,790-73.4% | $59,632-30.5% |
| Participation rate | 29.0% | 61.7%-32.7pp | 76.1%-47.1pp | 68.7%-39.6pp |
| Annual return | -4.00% | 53.51%-57.5pp | 71.54%-75.5pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $734 | $1,589-53.8% | $3,836-80.9% | $2,203-66.7% |
| Participant deferral / active EE | $1,461 | $3,084-52.6% | $4,797-69.5% | $3,192-54.2% |
| Admin fee / account holder | $480 | $3,540-86.4% | $7,478-93.6% | $4,297-88.8% |