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 8-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 | $31,537 | $45,863-31.2% | $77,024-59.1% | $68,494-54.0% |
| Participation rate | 34.1% | 55.9%-21.8pp | 67.9%-33.8pp | 67.9%-33.7pp |
| Annual return | -20.21% | 1.72%-21.9pp | 42.32%-62.5pp | -7.84%-12.4pp |
| Employer contribution / active EE | $898 | $1,650-45.6% | $2,812-68.1% | $2,596-65.4% |
| Participant deferral / active EE | $2,068 | $2,962-30.2% | $4,426-53.3% | $4,027-48.6% |
| Admin fee / account holder | $659 | $3,041-78.3% | $5,425-87.9% | $5,403-87.8% |