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 | $39,506 | $64,119-38.4% | $112,228-64.8% | $66,914-41.0% |
| Participation rate | 24.1% | 68.5%-44.4pp | 75.1%-51.0pp | 69.8%-45.7pp |
| Annual return | -22.06% | -13.81%-8.3pp | 27.45%-49.5pp | 1.58%-23.6pp |
| Employer contribution / active EE | $1,207 | $3,005-59.8% | $3,635-66.8% | $2,544-52.6% |
| Participant deferral / active EE | $1,785 | $3,693-51.7% | $4,728-62.2% | $4,237-57.9% |
| Admin fee / account holder | $2,871 | $625+359.2% | $6,410-55.2% | $593+383.9% |