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 3-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 | $51,323 | $69,010-25.6% | $159,960-67.9% | $68,494-25.1% |
| Participation rate | 37.8% | 65.4%-27.6pp | 78.0%-40.2pp | 67.9%-30.1pp |
| Annual return | -19.92% | -9.65%-10.3pp | 408.60%-428.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $603 | $2,213-72.8% | $4,226-85.7% | $2,596-76.8% |
| Participant deferral / active EE | $2,798 | $4,212-33.6% | $6,182-54.7% | $4,027-30.5% |
| Admin fee / account holder | $3,349 | $4,798-30.2% | $8,698-61.5% | $5,403-38.0% |