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 5-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 | $26,326 | $27,641-4.8% | $61,373-57.1% | $68,494-61.6% |
| Participation rate | 8.3% | 39.5%-31.2pp | 52.6%-44.2pp | 67.9%-59.6pp |
| Annual return | -54.59% | -13.24%-41.4pp | 338.61%-393.2pp | -7.84%-46.7pp |
| Employer contribution / active EE | $248 | $695-64.4% | $1,159-78.6% | $2,596-90.5% |
| Participant deferral / active EE | $1,560 | $1,263+23.5% | $2,125-26.6% | $4,027-61.3% |
| Admin fee / account holder | $3,352 | $2,010+66.8% | $2,130+57.4% | $5,403-38.0% |