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 6-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 | $23,145 | $79,633-70.9% | $93,789-75.3% | $68,494-66.2% |
| Participation rate | 56.3% | 75.4%-19.1pp | 81.0%-24.7pp | 67.9%-11.6pp |
| Annual return | -23.61% | -0.10%-23.5pp | -11.33%-12.3pp | -7.84%-15.8pp |
| Employer contribution / active EE | $2,920 | $3,665-20.3% | $4,323-32.5% | $2,596+12.5% |
| Participant deferral / active EE | $4,033 | $5,158-21.8% | $6,094-33.8% | $4,027+0.1% |
| Admin fee / account holder | $3,195 | $6,871-53.5% | $7,195-55.6% | $5,403-40.9% |