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 9-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 | $19,954 | $42,894-53.5% | $60,874-67.2% | $68,494-70.9% |
| Participation rate | 58.9% | 66.8%-7.9pp | 73.1%-14.2pp | 67.9%-9.0pp |
| Annual return | -19.32% | -13.98%-5.3pp | 16.90%-36.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $681 | $1,978-65.6% | $2,701-74.8% | $2,596-73.8% |
| Participant deferral / active EE | $3,329 | $2,867+16.1% | $3,817-12.8% | $4,027-17.3% |
| Admin fee / account holder | $1,396 | $3,101-55.0% | $3,224-56.7% | $5,403-74.2% |