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 7-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 | $19,114 | $27,641-30.8% | $61,373-68.9% | $68,494-72.1% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -32.65% | -13.24%-19.4pp | 338.61%-371.3pp | -7.84%-24.8pp |
| Employer contribution / active EE | $686 | $695-1.4% | $1,159-40.8% | $2,596-73.6% |
| Participant deferral / active EE | $2,456 | $1,263+94.4% | $2,125+15.6% | $4,027-39.0% |
| Admin fee / account holder | $325 | $2,010-83.8% | $2,130-84.7% | $5,403-94.0% |