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 8-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 | $22,641 | $82,664-72.6% | $125,339-81.9% | $68,494-66.9% |
| Participation rate | 63.0% | 75.0%-12.0pp | 82.4%-19.3pp | 67.9%-4.8pp |
| Annual return | -20.74% | -5.97%-14.8pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,780 | $3,381-47.3% | $4,814-63.0% | $2,596-31.4% |
| Participant deferral / active EE | $5,603 | $6,110-8.3% | $7,446-24.7% | $4,027+39.1% |
| Admin fee / account holder | $325 | $6,275-94.8% | $10,010-96.8% | $5,403-94.0% |