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 | $33,382 | $71,883-53.6% | $86,677-61.5% | $68,494-51.3% |
| Participation rate | 51.1% | 72.2%-21.1pp | 76.6%-25.5pp | 67.9%-16.8pp |
| Annual return | -20.35% | 3.52%-23.9pp | 35.91%-56.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $709 | $2,173-67.4% | $2,836-75.0% | $2,596-72.7% |
| Participant deferral / active EE | $2,177 | $3,779-42.4% | $4,656-53.2% | $4,027-45.9% |
| Admin fee / account holder | $598 | $6,112-90.2% | $7,493-92.0% | $5,403-88.9% |