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 | $33,011 | $77,314-57.3% | $177,989-81.5% | $80,856-59.2% |
| Participation rate | 24.7% | 65.7%-41.0pp | 77.1%-52.3pp | 67.6%-42.9pp |
| Annual return | -6.48% | 18.09%-24.6pp | 294.48%-301.0pp | 35.59%-42.1pp |
| Employer contribution / active EE | $676 | $2,292-70.5% | $3,949-82.9% | $2,755-75.4% |
| Participant deferral / active EE | $2,915 | $4,411-33.9% | $6,276-53.5% | $4,296-32.1% |
| Admin fee / account holder | $4,868 | $7,191-32.3% | $10,363-53.0% | $6,918-29.6% |