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 | $13,708 | $43,327-68.4% | $59,878-77.1% | $64,186-78.6% |
| Participation rate | 56.4% | 69.2%-12.8pp | 74.7%-18.3pp | 69.6%-13.2pp |
| Annual return | -7.89% | -1.55%-6.3pp | 3.46%-11.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $748 | $2,028-63.1% | $2,722-72.5% | $2,381-68.6% |
| Participant deferral / active EE | $1,645 | $2,546-35.4% | $3,402-51.6% | $3,470-52.6% |
| Admin fee / account holder | $1,788 | $3,005-40.5% | $3,590-50.2% | $4,888-63.4% |