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 | $33,359 | $50,958-34.5% | $74,550-55.3% | $64,186-48.0% |
| Participation rate | 58.0% | 61.1%-3.1pp | 69.1%-11.1pp | 69.6%-11.6pp |
| Annual return | -8.80% | -1.86%-6.9pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,809 | $2,301+22.1% | $3,108-9.6% | $3,470-19.0% |
| Admin fee / account holder | $5,633 | $4,223+33.4% | $5,060+11.3% | $4,888+15.2% |