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 | $43,155 | $67,411-36.0% | $91,001-52.6% | $70,131-38.5% |
| Participation rate | 44.9% | 71.4%-26.4pp | 75.6%-30.7pp | 69.5%-24.6pp |
| Annual return | 12.31% | -40.16%+52.5pp | 4.60%+7.7pp | 73.14%-60.8pp |
| Employer contribution / active EE | $405 | $1,786-77.3% | $2,456-83.5% | $2,342-82.7% |
| Participant deferral / active EE | $2,104 | $2,823-25.4% | $3,547-40.7% | $3,332-36.8% |
| Admin fee / account holder | $1,081 | $4,236-74.5% | $5,417-80.0% | $4,645-76.7% |