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 | $39,082 | $56,484-30.8% | $169,463-76.9% | $64,186-39.1% |
| Participation rate | 51.4% | 64.5%-13.1pp | 77.8%-26.4pp | 69.6%-18.1pp |
| Annual return | -8.95% | -1.55%-7.4pp | 1.83%-10.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $662 | $1,832-63.9% | $4,159-84.1% | $2,381-72.2% |
| Participant deferral / active EE | $2,622 | $3,448-24.0% | $5,277-50.3% | $3,470-24.4% |
| Admin fee / account holder | $697 | $4,174-83.3% | $9,109-92.4% | $4,888-85.7% |