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 | $37,202 | $57,354-35.1% | $83,848-55.6% | $64,186-42.0% |
| Participation rate | 36.8% | 68.6%-31.8pp | 76.1%-39.3pp | 69.6%-32.7pp |
| Annual return | -9.32% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $977 | $2,545-61.6% | $3,631-73.1% | $2,381-59.0% |
| Participant deferral / active EE | $2,947 | $2,993-1.5% | $4,082-27.8% | $3,470-15.1% |
| Admin fee / account holder | $568 | $4,046-86.0% | $5,478-89.6% | $4,888-88.4% |