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 | $20,184 | $92,222-78.1% | $76,768-73.7% | $135,375-85.1% |
| Participation rate | 45.5% | 79.8%-34.3pp | 77.0%-31.5pp | 82.6%-37.2pp |
| Annual return | -10.29% | 5.46%-15.8pp | 2.43%-12.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,309 | $3,216-59.3% | $2,485-47.3% | $4,779-72.6% |
| Participant deferral / active EE | $2,884 | $4,509-36.0% | $3,852-25.1% | $5,609-48.6% |
| Admin fee / account holder | $318 | $10,748-97.0% | $6,675-95.2% | $10,827-97.1% |