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 | $25,917 | $76,912-66.3% | $129,110-79.9% | $68,494-62.2% |
| Participation rate | 42.9% | 69.1%-26.3pp | 77.3%-34.4pp | 67.9%-25.0pp |
| Annual return | -19.83% | -9.78%-10.0pp | -10.94%-8.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,453 | $3,243-55.2% | $5,052-71.2% | $2,596-44.0% |
| Participant deferral / active EE | $2,689 | $4,732-43.2% | $6,542-58.9% | $4,027-33.2% |
| Admin fee / account holder | $1,716 | $6,638-74.1% | $14,302-88.0% | $5,403-68.2% |