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 | $51,957 | $48,265+7.6% | $68,791-24.5% | $68,494-24.1% |
| Participation rate | 36.9% | 60.7%-23.8pp | 69.0%-32.1pp | 67.9%-31.0pp |
| Annual return | -21.90% | -12.71%-9.2pp | -6.38%-15.5pp | -7.84%-14.1pp |
| Employer contribution / active EE | $592 | $1,829-67.6% | $2,655-77.7% | $2,596-77.2% |
| Participant deferral / active EE | $1,086 | $2,867-62.1% | $3,941-72.5% | $4,027-73.0% |
| Admin fee / account holder | $2,205 | $4,355-49.4% | $4,932-55.3% | $5,403-59.2% |