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 3-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 | $36,866 | $59,805-38.4% | $79,550-53.7% | $68,494-46.2% |
| Participation rate | 64.1% | 61.1%+3.0pp | 69.5%-5.4pp | 67.9%-3.8pp |
| Annual return | -19.53% | -12.30%-7.2pp | 0.16%-19.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,545 | $3,024-48.9% | $3,985-61.2% | $4,027-61.6% |
| Admin fee / account holder | $3,262 | $4,835-32.5% | $6,832-52.3% | $5,403-39.6% |