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 | $20,793 | $48,750-57.3% | $88,946-76.6% | $74,304-72.0% |
| Participation rate | 33.0% | 44.5%-11.5pp | 68.8%-35.8pp | 60.3%-27.3pp |
| Annual return | -16.66% | 25.91%-42.6pp | 57.82%-74.5pp | 29.43%-46.1pp |
| Employer contribution / active EE | $476 | $1,255-62.1% | $2,555-81.4% | $2,241-78.8% |
| Participant deferral / active EE | $2,370 | $2,423-2.2% | $4,581-48.3% | $3,767-37.1% |
| Admin fee / account holder | $799 | $3,756-78.7% | $8,261-90.3% | $2,969-73.1% |