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 7-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 | $30,940 | $59,774-48.2% | - | $134,475-77.0% |
| Participation rate | 53.8% | 67.4%-13.6pp | - | 81.2%-27.4pp |
| Annual return | -29.08% | -10.72%-18.4pp | - | 417.96%-447.0pp |
| Employer contribution / active EE | $1,576 | $2,711-41.9% | - | $4,740-66.8% |
| Participant deferral / active EE | $4,985 | $4,131+20.7% | - | $6,400-22.1% |
| Admin fee / account holder | $1,757 | $4,003-56.1% | - | $11,426-84.6% |