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 | $27,494 | $127,386-78.4% | $115,037-76.1% | $125,391-78.1% |
| Participation rate | 68.2% | 84.2%-16.0pp | 81.4%-13.2pp | 83.2%-15.0pp |
| Annual return | -6.83% | 31.28%-38.1pp | 26.14%-33.0pp | 282.22%-289.1pp |
| Employer contribution / active EE | $2,052 | $5,166-60.3% | $4,608-55.5% | $4,866-57.8% |
| Participant deferral / active EE | $4,757 | $6,423-25.9% | $6,026-21.1% | $5,352-11.1% |
| Admin fee / account holder | $521 | $9,516-94.5% | $8,175-93.6% | $9,540-94.5% |