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 7-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 | $33,905 | $48,265-29.8% | $68,791-50.7% | $68,494-50.5% |
| Participation rate | 23.7% | 60.7%-37.0pp | 69.0%-45.3pp | 67.9%-44.2pp |
| Annual return | -20.19% | -12.71%-7.5pp | -6.38%-13.8pp | -7.84%-12.3pp |
| Employer contribution / active EE | $980 | $1,829-46.4% | $2,655-63.1% | $2,596-62.2% |
| Participant deferral / active EE | $1,991 | $2,867-30.5% | $3,941-49.5% | $4,027-50.6% |
| Admin fee / account holder | $1,657 | $4,355-62.0% | $4,932-66.4% | $5,403-69.3% |