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 | $11,507 | $48,265-76.2% | $68,791-83.3% | $68,494-83.2% |
| Participation rate | 30.0% | 60.7%-30.7pp | 69.0%-39.0pp | 67.9%-37.9pp |
| Annual return | -20.21% | -12.71%-7.5pp | -6.38%-13.8pp | -7.84%-12.4pp |
| Employer contribution / active EE | $481 | $1,829-73.7% | $2,655-81.9% | $2,596-81.5% |
| Participant deferral / active EE | $1,178 | $2,867-58.9% | $3,941-70.1% | $4,027-70.8% |
| Admin fee / account holder | $888 | $4,355-79.6% | $4,932-82.0% | $5,403-83.6% |