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 | $21,437 | $93,024-77.0% | $77,024-72.2% | $134,475-84.1% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -21.95% | 62.60%-84.5pp | 42.32%-64.3pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,565 | $3,418-25.0% | $2,812-8.8% | $4,740-45.9% |
| Participant deferral / active EE | $3,773 | $5,238-28.0% | $4,426-14.8% | $6,400-41.0% |
| Admin fee / account holder | $487 | $6,944-93.0% | $5,425-91.0% | $11,426-95.7% |