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 6-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 | $48,603 | $82,664-41.2% | $125,339-61.2% | $68,494-29.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 82.4%-49.0pp | 67.9%-34.6pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,484 | $3,381-26.5% | $4,814-48.4% | $2,596-4.3% |
| Participant deferral / active EE | $5,493 | $6,110-10.1% | $7,446-26.2% | $4,027+36.4% |
| Admin fee / account holder | $5,480 | $6,275-12.7% | $10,010-45.2% | $5,403+1.4% |