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 | $42,064 | $61,660-31.8% | $80,019-47.4% | $64,186-34.5% |
| Participation rate | 42.3% | 71.7%-29.4pp | 75.8%-33.5pp | 69.6%-27.3pp |
| Annual return | -8.44% | -0.33%-8.1pp | 11.22%-19.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,175 | $1,810-35.1% | $2,468-52.4% | $2,381-50.6% |
| Participant deferral / active EE | $2,660 | $2,968-10.4% | $3,686-27.8% | $3,470-23.3% |
| Admin fee / account holder | $539 | $5,417-90.1% | $6,521-91.7% | $4,888-89.0% |