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 | $21,698 | $42,383-48.8% | $76,523-71.6% | $64,186-66.2% |
| Participation rate | 48.7% | 58.1%-9.4pp | 68.0%-19.3pp | 69.6%-20.9pp |
| Annual return | -9.10% | -16.54%+7.4pp | -0.27%-8.8pp | 7.63%-16.7pp |
| Employer contribution / active EE | $3,416 | $1,563+118.5% | $2,647+29.1% | $2,381+43.5% |
| Participant deferral / active EE | $4,880 | $2,566+90.2% | $3,835+27.2% | $3,470+40.7% |
| Admin fee / account holder | $2,221 | $3,198-30.6% | $4,848-54.2% | $4,888-54.6% |