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 | $15,452 | $133,958-88.5% | $112,228-86.2% | $134,475-88.5% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -21.97% | 47.11%-69.1pp | 27.45%-49.4pp | 417.96%-439.9pp |
| Employer contribution / active EE | $913 | $4,038-77.4% | $3,635-74.9% | $4,740-80.7% |
| Participant deferral / active EE | $3,436 | $5,291-35.1% | $4,728-27.3% | $6,400-46.3% |
| Admin fee / account holder | $2,099 | $7,489-72.0% | $6,410-67.3% | $11,426-81.6% |