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 | $41,880 | $77,899-46.2% | $149,673-72.0% | $75,163-44.3% |
| Participation rate | 38.5% | 65.6%-27.1pp | 78.8%-40.3pp | 67.2%-28.7pp |
| Annual return | -11.58% | 31.72%-43.3pp | 134.42%-146.0pp | 160.62%-172.2pp |
| Employer contribution / active EE | $7,123 | $3,137+127.0% | $4,818+47.8% | $2,670+166.8% |
| Participant deferral / active EE | $989 | $3,411-71.0% | $5,680-82.6% | $4,125-76.0% |
| Admin fee / account holder | $1,223 | $5,956-79.5% | $13,210-90.7% | $5,651-78.4% |