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 | $31,468 | $70,756-55.5% | $65,493-52.0% | $142,382-77.9% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.1%-60.1pp |
| Annual return | -2.57% | 1754.89%-1757.5pp | 982.45%-985.0pp | 217.08%-219.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $951 | $4,637-79.5% | $3,961-76.0% | $6,507-85.4% |
| Admin fee / account holder | $6,209 | $6,559-5.3% | $5,028+23.5% | $12,624-50.8% |