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 | $30,065 | $48,265-37.7% | $68,791-56.3% | $68,494-56.1% |
| Participation rate | 53.7% | 60.7%-7.0pp | 69.0%-15.4pp | 67.9%-14.2pp |
| Annual return | -21.99% | -12.71%-9.3pp | -6.38%-15.6pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,332 | $1,829-27.2% | $2,655-49.8% | $2,596-48.7% |
| Participant deferral / active EE | $3,105 | $2,867+8.3% | $3,941-21.2% | $4,027-22.9% |
| Admin fee / account holder | $1,193 | $4,355-72.6% | $4,932-75.8% | $5,403-77.9% |