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 | $10,966 | $25,979-57.8% | $71,735-84.7% | $68,494-84.0% |
| Participation rate | 29.6% | 54.5%-24.9pp | 62.3%-32.7pp | 67.9%-38.3pp |
| Annual return | -20.43% | -15.10%-5.3pp | 9.14%-29.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $557 | $900-38.2% | $1,704-67.3% | $2,596-78.6% |
| Participant deferral / active EE | $1,336 | $1,522-12.3% | $2,658-49.7% | $4,027-66.8% |
| Admin fee / account holder | $501 | $2,022-75.2% | $3,974-87.4% | $5,403-90.7% |