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 | $10,399 | $32,117-67.6% | $71,086-85.4% | $64,186-83.8% |
| Participation rate | 66.7% | 42.7%+24.0pp | 54.7%+12.0pp | 69.6%-2.9pp |
| Annual return | -12.89% | -5.57%-7.3pp | 650.59%-663.5pp | 7.63%-20.5pp |
| Employer contribution / active EE | $1,306 | $712+83.4% | $1,088+20.1% | $2,381-45.1% |
| Participant deferral / active EE | $2,616 | $1,263+107.2% | $1,874+39.6% | $3,470-24.6% |
| Admin fee / account holder | $407 | $2,759-85.3% | $3,082-86.8% | $4,888-91.7% |