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 | $37,027 | $57,354-35.4% | $83,848-55.8% | $64,186-42.3% |
| Participation rate | 53.8% | 68.6%-14.8pp | 76.1%-22.3pp | 69.6%-15.7pp |
| Annual return | -13.63% | 11.38%-25.0pp | 850.88%-864.5pp | 7.63%-21.3pp |
| Employer contribution / active EE | $1,908 | $2,545-25.0% | $3,631-47.4% | $2,381-19.9% |
| Participant deferral / active EE | $5,866 | $2,993+96.0% | $4,082+43.7% | $3,470+69.1% |
| Admin fee / account holder | $464 | $4,046-88.5% | $5,478-91.5% | $4,888-90.5% |