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 | $23,357 | $62,586-62.7% | $76,768-69.6% | $64,186-63.6% |
| Participation rate | 51.9% | 72.8%-21.0pp | 77.0%-25.1pp | 69.6%-17.7pp |
| Annual return | -12.47% | -1.95%-10.5pp | 2.43%-14.9pp | 7.63%-20.1pp |
| Employer contribution / active EE | $1,416 | $1,832-22.7% | $2,485-43.0% | $2,381-40.5% |
| Participant deferral / active EE | $3,127 | $3,145-0.6% | $3,852-18.8% | $3,470-9.9% |
| Admin fee / account holder | $904 | $4,667-80.6% | $6,675-86.5% | $4,888-81.5% |