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 | $21,353 | $73,867-71.1% | $143,757-85.1% | $68,494-68.8% |
| Participation rate | 47.4% | 66.7%-19.3pp | 80.3%-32.9pp | 67.9%-20.5pp |
| Annual return | -23.69% | 1.01%-24.7pp | -0.04%-23.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $941 | $3,184-70.5% | $4,951-81.0% | $2,596-63.8% |
| Participant deferral / active EE | $2,545 | $3,384-24.8% | $5,637-54.9% | $4,027-36.8% |
| Admin fee / account holder | $1,301 | $5,755-77.4% | $14,673-91.1% | $5,403-75.9% |