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 6-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 | $12,424 | $73,867-83.2% | $143,757-91.4% | $68,494-81.9% |
| Participation rate | 34.3% | 66.7%-32.4pp | 80.3%-46.0pp | 67.9%-33.6pp |
| Annual return | -20.56% | 1.01%-21.6pp | -0.04%-20.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $627 | $3,184-80.3% | $4,951-87.3% | $2,596-75.9% |
| Participant deferral / active EE | $1,956 | $3,384-42.2% | $5,637-65.3% | $4,027-51.4% |
| Admin fee / account holder | $528 | $5,755-90.8% | $14,673-96.4% | $5,403-90.2% |