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 | $21,932 | $57,354-61.8% | $83,848-73.8% | $64,186-65.8% |
| Participation rate | 55.3% | 68.6%-13.3pp | 76.1%-20.9pp | 69.6%-14.3pp |
| Annual return | -10.27% | 11.38%-21.6pp | 850.88%-861.1pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,477 | $2,545-42.0% | $3,631-59.3% | $2,381-38.0% |
| Participant deferral / active EE | $2,753 | $2,993-8.0% | $4,082-32.5% | $3,470-20.6% |
| Admin fee / account holder | $1,474 | $4,046-63.6% | $5,478-73.1% | $4,888-69.8% |