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 5-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 | $21,008 | $59,805-64.9% | $79,550-73.6% | $68,494-69.3% |
| Participation rate | 39.3% | 61.1%-21.7pp | 69.5%-30.2pp | 67.9%-28.6pp |
| Annual return | -20.68% | -12.30%-8.4pp | 0.16%-20.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $449 | $1,505-70.1% | $2,413-81.4% | $2,596-82.7% |
| Participant deferral / active EE | $3,076 | $3,024+1.7% | $3,985-22.8% | $4,027-23.6% |
| Admin fee / account holder | $950 | $4,835-80.3% | $6,832-86.1% | $5,403-82.4% |