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 8-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 | $29,116 | $73,867-60.6% | $143,757-79.7% | $68,494-57.5% |
| Participation rate | 30.4% | 66.7%-36.2pp | 80.3%-49.9pp | 67.9%-37.5pp |
| Annual return | -20.73% | 1.01%-21.7pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $943 | $3,184-70.4% | $4,951-80.9% | $2,596-63.7% |
| Participant deferral / active EE | $1,504 | $3,384-55.6% | $5,637-73.3% | $4,027-62.7% |
| Admin fee / account holder | $1,586 | $5,755-72.4% | $14,673-89.2% | $5,403-70.6% |