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 | $5,074 | $25,979-80.5% | $71,735-92.9% | $68,494-92.6% |
| Participation rate | 47.1% | 54.5%-7.4pp | 62.3%-15.3pp | 67.9%-20.8pp |
| Annual return | -21.07% | -15.10%-6.0pp | 9.14%-30.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,414 | $900+168.1% | $1,704+41.7% | $2,596-7.0% |
| Participant deferral / active EE | $1,371 | $1,522-9.9% | $2,658-48.4% | $4,027-66.0% |
| Admin fee / account holder | $833 | $2,022-58.8% | $3,974-79.0% | $5,403-84.6% |