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 | $36,832 | $48,265-23.7% | $68,791-46.5% | $68,494-46.2% |
| Participation rate | 59.1% | 60.7%-1.6pp | 69.0%-9.9pp | 67.9%-8.8pp |
| Annual return | -20.09% | -12.71%-7.4pp | -6.38%-13.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,170 | $1,829-36.0% | $2,655-55.9% | $2,596-54.9% |
| Participant deferral / active EE | $3,575 | $2,867+24.7% | $3,941-9.3% | $4,027-11.2% |
| Admin fee / account holder | $998 | $4,355-77.1% | $4,932-79.8% | $5,403-81.5% |