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 | $22,417 | $49,177-54.4% | $79,464-71.8% | $64,186-65.1% |
| Participation rate | 52.0% | 65.0%-13.0pp | 73.3%-21.3pp | 69.6%-17.6pp |
| Annual return | -9.24% | -1.16%-8.1pp | 718.14%-727.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,180 | $2,076-43.2% | $2,800-57.9% | $2,381-50.4% |
| Participant deferral / active EE | $2,182 | $2,821-22.7% | $3,704-41.1% | $3,470-37.1% |
| Admin fee / account holder | $2,370 | $3,839-38.3% | $5,113-53.6% | $4,888-51.5% |