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 | $29,805 | $45,863-35.0% | $77,024-61.3% | $68,494-56.5% |
| Participation rate | 51.9% | 55.9%-4.0pp | 67.9%-16.0pp | 67.9%-15.9pp |
| Annual return | -20.50% | 1.72%-22.2pp | 42.32%-62.8pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,073 | $1,650-34.9% | $2,812-61.8% | $2,596-58.7% |
| Participant deferral / active EE | $3,385 | $2,962+14.3% | $4,426-23.5% | $4,027-15.9% |
| Admin fee / account holder | $832 | $3,041-72.6% | $5,425-84.7% | $5,403-84.6% |