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 | $57,456 | $131,829-56.4% | $108,579-47.1% | $273,961-79.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 1.18% | -91.57%+92.8pp | -51.70%+52.9pp | 41.45%-40.3pp |
| Employer contribution / active EE | $2,113 | $4,912-57.0% | $3,758-43.8% | $4,869-56.6% |
| Participant deferral / active EE | $3,963 | $5,127-22.7% | $4,311-8.1% | $5,287-25.0% |
| Admin fee / account holder | $2,621 | $10,252-74.4% | $7,645-65.7% | $10,132-74.1% |