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 | $24,422 | $59,805-59.2% | $79,550-69.3% | $68,494-64.3% |
| Participation rate | 26.9% | 61.1%-34.1pp | 69.5%-42.6pp | 67.9%-41.0pp |
| Annual return | -23.39% | -12.30%-11.1pp | 0.16%-23.6pp | -7.84%-15.6pp |
| Employer contribution / active EE | $740 | $1,505-50.8% | $2,413-69.3% | $2,596-71.5% |
| Participant deferral / active EE | $1,772 | $3,024-41.4% | $3,985-55.5% | $4,027-56.0% |
| Admin fee / account holder | $473 | $4,835-90.2% | $6,832-93.1% | $5,403-91.2% |