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 9-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 | $9,460 | $42,383-77.7% | $76,523-87.6% | $64,186-85.3% |
| Participation rate | 66.1% | 58.1%+7.9pp | 68.0%-1.9pp | 69.6%-3.5pp |
| Annual return | -13.76% | -16.54%+2.8pp | -0.27%-13.5pp | 7.63%-21.4pp |
| Employer contribution / active EE | $821 | $1,563-47.5% | $2,647-69.0% | $2,381-65.5% |
| Participant deferral / active EE | $2,924 | $2,566+13.9% | $3,835-23.8% | $3,470-15.7% |
| Admin fee / account holder | $544 | $3,198-83.0% | $4,848-88.8% | $4,888-88.9% |