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 | $18,299 | $49,177-62.8% | $79,464-77.0% | $64,186-71.5% |
| Participation rate | 23.1% | 65.0%-42.0pp | 73.3%-50.3pp | 69.6%-46.5pp |
| Annual return | -9.50% | -1.16%-8.3pp | 718.14%-727.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $624 | $2,076-70.0% | $2,800-77.7% | $2,381-73.8% |
| Participant deferral / active EE | $2,042 | $2,821-27.6% | $3,704-44.9% | $3,470-41.1% |
| Admin fee / account holder | $1,200 | $3,839-68.7% | $5,113-76.5% | $4,888-75.4% |