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 | $42,908 | $45,863-6.4% | $77,024-44.3% | $68,494-37.4% |
| Participation rate | 40.3% | 55.9%-15.6pp | 67.9%-27.6pp | 67.9%-27.6pp |
| Annual return | -20.11% | 1.72%-21.8pp | 42.32%-62.4pp | -7.84%-12.3pp |
| Employer contribution / active EE | $745 | $1,650-54.8% | $2,812-73.5% | $2,596-71.3% |
| Participant deferral / active EE | $1,527 | $2,962-48.4% | $4,426-65.5% | $4,027-62.1% |
| Admin fee / account holder | $2,541 | $3,041-16.4% | $5,425-53.2% | $5,403-53.0% |