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 | $69,060 | $93,024-25.8% | $77,024-10.3% | $134,475-48.6% |
| Participation rate | 44.4% | 74.5%-30.0pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -23.36% | 62.60%-86.0pp | 42.32%-65.7pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,280 | $3,418-62.5% | $2,812-54.5% | $4,740-73.0% |
| Participant deferral / active EE | $3,694 | $5,238-29.5% | $4,426-16.5% | $6,400-42.3% |
| Admin fee / account holder | $1,484 | $6,944-78.6% | $5,425-72.7% | $11,426-87.0% |