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 | $26,818 | $62,586-57.2% | $76,768-65.1% | $64,186-58.2% |
| Participation rate | 49.5% | 72.8%-23.3pp | 77.0%-27.5pp | 69.6%-20.1pp |
| Annual return | -8.24% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $905 | $1,832-50.6% | $2,485-63.6% | $2,381-62.0% |
| Participant deferral / active EE | $2,022 | $3,145-35.7% | $3,852-47.5% | $3,470-41.7% |
| Admin fee / account holder | $2,148 | $4,667-54.0% | $6,675-67.8% | $4,888-56.1% |