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 9-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 | $34,509 | $211,958-83.7% | $169,463-79.6% | $135,375-74.5% |
| Participation rate | 45.5% | 82.6%-37.2pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | -9.57% | 3.26%-12.8pp | 1.83%-11.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,034 | $5,120-79.8% | $4,159-75.1% | $4,779-78.4% |
| Participant deferral / active EE | $1,974 | $6,075-67.5% | $5,277-62.6% | $5,609-64.8% |
| Admin fee / account holder | $751 | $11,471-93.5% | $9,109-91.8% | $10,827-93.1% |