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 | $25,930 | $62,586-58.6% | $76,768-66.2% | $64,186-59.6% |
| Participation rate | 54.3% | 72.8%-18.5pp | 77.0%-22.7pp | 69.6%-15.3pp |
| Annual return | -12.14% | -1.95%-10.2pp | 2.43%-14.6pp | 7.63%-19.8pp |
| Employer contribution / active EE | $760 | $1,832-58.5% | $2,485-69.4% | $2,381-68.1% |
| Participant deferral / active EE | $1,754 | $3,145-44.2% | $3,852-54.5% | $3,470-49.5% |
| Admin fee / account holder | $372 | $4,667-92.0% | $6,675-94.4% | $4,888-92.4% |