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 5-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 | $13,677 | $48,265-71.7% | $68,791-80.1% | $68,494-80.0% |
| Participation rate | 27.4% | 60.7%-33.3pp | 69.0%-41.6pp | 67.9%-40.5pp |
| Annual return | -21.19% | -12.71%-8.5pp | -6.38%-14.8pp | -7.84%-13.3pp |
| Employer contribution / active EE | $709 | $1,829-61.2% | $2,655-73.3% | $2,596-72.7% |
| Participant deferral / active EE | $1,805 | $2,867-37.0% | $3,941-54.2% | $4,027-55.2% |
| Admin fee / account holder | $398 | $4,355-90.9% | $4,932-91.9% | $5,403-92.6% |