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 | $48,965 | $61,660-20.6% | $80,019-38.8% | $64,186-23.7% |
| Participation rate | 60.3% | 71.7%-11.4pp | 75.8%-15.6pp | 69.6%-9.3pp |
| Annual return | -7.81% | -0.33%-7.5pp | 11.22%-19.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $694 | $1,810-61.7% | $2,468-71.9% | $2,381-70.8% |
| Participant deferral / active EE | $1,626 | $2,968-45.2% | $3,686-55.9% | $3,470-53.1% |
| Admin fee / account holder | $1,466 | $5,417-72.9% | $6,521-77.5% | $4,888-70.0% |