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 | $21,371 | $52,836-59.6% | $105,738-79.8% | $64,186-66.7% |
| Participation rate | 52.2% | 66.5%-14.3pp | 76.3%-24.1pp | 69.6%-17.3pp |
| Annual return | -7.83% | 14.30%-22.1pp | 6.27%-14.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,579 | $1,827-13.6% | $3,268-51.7% | $2,381-33.7% |
| Participant deferral / active EE | $2,184 | $2,545-14.2% | $4,080-46.5% | $3,470-37.0% |
| Admin fee / account holder | $1,465 | $3,959-63.0% | $6,913-78.8% | $4,888-70.0% |