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 | $55,477 | $73,867-24.9% | $143,757-61.4% | $68,494-19.0% |
| Participation rate | 45.1% | 66.7%-21.6pp | 80.3%-35.2pp | 67.9%-22.8pp |
| Annual return | -22.82% | 1.01%-23.8pp | -0.04%-22.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,392 | $3,184-56.3% | $4,951-71.9% | $2,596-46.4% |
| Participant deferral / active EE | $3,179 | $3,384-6.1% | $5,637-43.6% | $4,027-21.1% |
| Admin fee / account holder | $1,153 | $5,755-80.0% | $14,673-92.1% | $5,403-78.7% |