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 8-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 | $18,981 | $56,357-66.3% | $104,294-81.8% | $68,494-72.3% |
| Participation rate | 46.9% | 63.3%-16.3pp | 73.3%-26.3pp | 67.9%-20.9pp |
| Annual return | -24.60% | -9.19%-15.4pp | 24.61%-49.2pp | -7.84%-16.8pp |
| Employer contribution / active EE | $1,512 | $1,960-22.8% | $3,372-55.1% | $2,596-41.8% |
| Participant deferral / active EE | $2,376 | $3,077-22.8% | $4,625-48.6% | $4,027-41.0% |
| Admin fee / account holder | $1,753 | $4,903-64.2% | $7,339-76.1% | $5,403-67.5% |