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 | $158,339 | $82,664+91.5% | $125,339+26.3% | $68,494+131.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -20.20% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,322 | $3,381-31.3% | $4,814-51.8% | $2,596-10.6% |
| Participant deferral / active EE | $6,177 | $6,110+1.1% | $7,446-17.0% | $4,027+53.4% |
| Admin fee / account holder | $486 | $6,275-92.2% | $10,010-95.1% | $5,403-91.0% |