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 | $17,464 | $99,020-82.4% | $86,590-79.8% | $147,584-88.2% |
| Participation rate | 31.6% | 76.3%-44.8pp | 73.5%-42.0pp | 82.8%-51.2pp |
| Annual return | -2.39% | 1312.34%-1314.7pp | 964.84%-967.2pp | 578.55%-580.9pp |
| Employer contribution / active EE | $960 | $3,132-69.3% | $2,839-66.2% | $4,876-80.3% |
| Participant deferral / active EE | $1,360 | $3,972-65.8% | $3,609-62.3% | $5,439-75.0% |
| Admin fee / account holder | $2,099 | $5,710-63.2% | $4,906-57.2% | $10,885-80.7% |