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 6-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 | $10,105 | $73,867-86.3% | $143,757-93.0% | $68,494-85.2% |
| Participation rate | 44.7% | 66.7%-21.9pp | 80.3%-35.6pp | 67.9%-23.2pp |
| Annual return | -20.90% | 1.01%-21.9pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $688 | $3,184-78.4% | $4,951-86.1% | $2,596-73.5% |
| Participant deferral / active EE | $2,153 | $3,384-36.4% | $5,637-61.8% | $4,027-46.6% |
| Admin fee / account holder | $1,561 | $5,755-72.9% | $14,673-89.4% | $5,403-71.1% |