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 | $39,476 | $42,383-6.9% | $76,523-48.4% | $64,186-38.5% |
| Participation rate | 63.9% | 58.1%+5.7pp | 68.0%-4.1pp | 69.6%-5.7pp |
| Annual return | -11.18% | -16.54%+5.4pp | -0.27%-10.9pp | 7.63%-18.8pp |
| Employer contribution / active EE | $663 | $1,563-57.6% | $2,647-75.0% | $2,381-72.2% |
| Participant deferral / active EE | $4,137 | $2,566+61.2% | $3,835+7.9% | $3,470+19.2% |
| Admin fee / account holder | $1,049 | $3,198-67.2% | $4,848-78.4% | $4,888-78.5% |