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 | $24,049 | $52,519-54.2% | $155,790-84.6% | $59,632-59.7% |
| Participation rate | 63.5% | 61.7%+1.8pp | 76.1%-12.6pp | 68.7%-5.2pp |
| Annual return | -3.65% | 53.51%-57.2pp | 71.54%-75.2pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $1,199 | $1,589-24.6% | $3,836-68.7% | $2,203-45.6% |
| Participant deferral / active EE | $1,606 | $3,084-47.9% | $4,797-66.5% | $3,192-49.7% |
| Admin fee / account holder | $1,870 | $3,540-47.2% | $7,478-75.0% | $4,297-56.5% |