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 | $53,244 | $71,883-25.9% | $86,677-38.6% | $68,494-22.3% |
| Participation rate | 39.0% | 72.2%-33.2pp | 76.6%-37.6pp | 67.9%-28.9pp |
| Annual return | -19.49% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,268 | $2,173-41.6% | $2,836-55.3% | $2,596-51.2% |
| Participant deferral / active EE | $2,132 | $3,779-43.6% | $4,656-54.2% | $4,027-47.1% |
| Admin fee / account holder | $2,246 | $6,112-63.2% | $7,493-70.0% | $5,403-58.4% |