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 | $87,884 | $72,404+21.4% | $110,238-20.3% | $64,186+36.9% |
| Participation rate | 51.9% | 73.3%-21.5pp | 79.8%-28.0pp | 69.6%-17.7pp |
| Annual return | -7.98% | -6.29%-1.7pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $944 | $2,282-58.6% | $3,826-75.3% | $2,381-60.4% |
| Participant deferral / active EE | $2,596 | $3,469-25.2% | $4,672-44.4% | $3,470-25.2% |
| Admin fee / account holder | $783 | $5,664-86.2% | $8,547-90.8% | $4,888-84.0% |