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 | $37,178 | $210,648-82.4% | $177,989-79.1% | $145,922-74.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | -2.28% | 385.86%-388.1pp | 294.48%-296.8pp | 561.29%-563.6pp |
| Employer contribution / active EE | $645 | $4,565-85.9% | $3,949-83.7% | $4,660-86.2% |
| Participant deferral / active EE | $3,142 | $6,958-54.8% | $6,276-49.9% | $6,688-53.0% |
| Admin fee / account holder | $6,039 | $12,013-49.7% | $10,363-41.7% | $13,397-54.9% |