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 7-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 | $17,500 | $100,754-82.6% | $86,677-79.8% | $134,475-87.0% |
| Participation rate | 42.9% | 78.9%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | -27.19% | 29.04%-56.2pp | 35.91%-63.1pp | 417.96%-445.2pp |
| Employer contribution / active EE | $3,063 | $3,489-12.2% | $2,836+8.0% | $4,740-35.4% |
| Participant deferral / active EE | $3,095 | $5,338-42.0% | $4,656-33.5% | $6,400-51.6% |
| Admin fee / account holder | $8,043 | $10,926-26.4% | $7,493+7.3% | $11,426-29.6% |