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 9-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 | $28,990 | $73,867-60.8% | $143,757-79.8% | $68,494-57.7% |
| Participation rate | 55.9% | 66.7%-10.8pp | 80.3%-24.4pp | 67.9%-12.0pp |
| Annual return | -20.98% | 1.01%-22.0pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $653 | $3,184-79.5% | $4,951-86.8% | $2,596-74.8% |
| Participant deferral / active EE | $1,451 | $3,384-57.1% | $5,637-74.3% | $4,027-64.0% |
| Admin fee / account holder | $4,104 | $5,755-28.7% | $14,673-72.0% | $5,403-24.0% |