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 | $21,695 | $58,577-63.0% | $83,333-74.0% | $64,186-66.2% |
| Participation rate | 56.0% | 72.0%-16.0pp | 77.8%-21.8pp | 69.6%-13.6pp |
| Annual return | -9.23% | 9.65%-18.9pp | 10.63%-19.9pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,560 | $2,098-25.6% | $3,379-53.8% | $2,381-34.5% |
| Participant deferral / active EE | $2,644 | $4,654-43.2% | $5,565-52.5% | $3,470-23.8% |
| Admin fee / account holder | $1,052 | $9,275-88.7% | $7,510-86.0% | $4,888-78.5% |