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 | $33,423 | $43,723-23.6% | $121,196-72.4% | $64,186-47.9% |
| Participation rate | 48.9% | 58.3%-9.4pp | 71.7%-22.8pp | 69.6%-20.6pp |
| Annual return | -8.38% | 68.91%-77.3pp | 16.93%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $564 | $1,296-56.5% | $4,022-86.0% | $2,381-76.3% |
| Participant deferral / active EE | $929 | $2,280-59.3% | $3,344-72.2% | $3,470-73.2% |
| Admin fee / account holder | $2,647 | $3,501-24.4% | $5,019-47.3% | $4,888-45.8% |