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 | $22,872 | $82,664-72.3% | $125,339-81.8% | $68,494-66.6% |
| Participation rate | 46.5% | 75.0%-28.5pp | 82.4%-35.9pp | 67.9%-21.4pp |
| Annual return | -19.75% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,453 | $3,381-57.0% | $4,814-69.8% | $2,596-44.0% |
| Participant deferral / active EE | $3,104 | $6,110-49.2% | $7,446-58.3% | $4,027-22.9% |
| Admin fee / account holder | $403 | $6,275-93.6% | $10,010-96.0% | $5,403-92.5% |