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 10-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 | $19,465 | $39,798-51.1% | $67,711-71.3% | $59,632-67.4% |
| Participation rate | 39.6% | 57.4%-17.7pp | 67.5%-27.9pp | 68.7%-29.0pp |
| Annual return | -6.92% | 89.94%-96.9pp | 25.41%-32.3pp | 2041.28%-2048.2pp |
| Employer contribution / active EE | $698 | $1,393-49.9% | $2,559-72.7% | $2,203-68.3% |
| Participant deferral / active EE | $2,692 | $2,335+15.3% | $3,585-24.9% | $3,192-15.7% |
| Admin fee / account holder | $1,963 | $3,212-38.9% | $4,255-53.9% | $4,297-54.3% |