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 5-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 | $96,625 | $118,849-18.7% | $96,562+0.1% | $167,490-42.3% |
| Participation rate | 46.7% | 75.5%-28.8pp | 69.8%-23.1pp | 82.1%-35.4pp |
| Annual return | -8.91% | 50.49%-59.4pp | 37.78%-46.7pp | 478.56%-487.5pp |
| Employer contribution / active EE | $2,332 | $3,120-25.2% | $2,356-1.0% | $4,837-51.8% |
| Participant deferral / active EE | $5,419 | $4,616+17.4% | $3,849+40.8% | $6,341-14.5% |
| Admin fee / account holder | $834 | $8,065-89.7% | $6,181-86.5% | $12,309-93.2% |