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 | $18,237 | $57,354-68.2% | $83,848-78.2% | $64,186-71.6% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | -9.59% | 11.38%-21.0pp | 850.88%-860.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,630 | $2,545-35.9% | $3,631-55.1% | $2,381-31.5% |
| Participant deferral / active EE | $2,644 | $2,993-11.6% | $4,082-35.2% | $3,470-23.8% |
| Admin fee / account holder | $1,244 | $4,046-69.2% | $5,478-77.3% | $4,888-74.5% |