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 | $14,911 | $46,674-68.1% | $117,472-87.3% | $68,494-78.2% |
| Participation rate | 43.0% | 56.8%-13.7pp | 70.6%-27.5pp | 67.9%-24.9pp |
| Annual return | -22.75% | -14.52%-8.2pp | 29.74%-52.5pp | -7.84%-14.9pp |
| Employer contribution / active EE | $377 | $1,505-74.9% | $4,176-91.0% | $2,596-85.5% |
| Participant deferral / active EE | $1,606 | $2,636-39.1% | $4,070-60.5% | $4,027-60.1% |
| Admin fee / account holder | $1,543 | $4,020-61.6% | $5,645-72.7% | $5,403-71.4% |