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 | $10,190 | $54,350-81.3% | $82,719-87.7% | $68,494-85.1% |
| Participation rate | 36.7% | 63.9%-27.2pp | 72.6%-35.8pp | 67.9%-31.2pp |
| Annual return | -23.94% | -13.67%-10.3pp | 701.18%-725.1pp | -7.84%-16.1pp |
| Employer contribution / active EE | $536 | $2,218-75.8% | $3,009-82.2% | $2,596-79.3% |
| Participant deferral / active EE | $1,913 | $3,246-41.1% | $4,395-56.5% | $4,027-52.5% |
| Admin fee / account holder | $1,311 | $4,395-70.2% | $5,329-75.4% | $5,403-75.7% |