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 | $35,972 | $45,566-21.1% | $64,105-43.9% | $59,632-39.7% |
| Participation rate | 51.9% | 60.2%-8.3pp | 68.2%-16.3pp | 68.7%-16.8pp |
| Annual return | -4.41% | 4.95%-9.4pp | 791.24%-795.7pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $721 | $934-22.9% | $1,820-60.4% | $2,203-67.3% |
| Participant deferral / active EE | $1,969 | $2,057-4.3% | $2,822-30.2% | $3,192-38.3% |
| Admin fee / account holder | $2,857 | $3,268-12.6% | $4,499-36.5% | $4,297-33.5% |