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 | $18,247 | $97,044-81.2% | $83,333-78.1% | $135,375-86.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -14.53% | 12.31%-26.8pp | 10.63%-25.2pp | 519.73%-534.3pp |
| Employer contribution / active EE | $1,287 | $4,143-68.9% | $3,379-61.9% | $4,779-73.1% |
| Participant deferral / active EE | $4,433 | $5,964-25.7% | $5,565-20.3% | $5,609-21.0% |
| Admin fee / account holder | $1,593 | $8,380-81.0% | $7,510-78.8% | $10,827-85.3% |