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 | $47,675 | $138,044-65.5% | $125,339-62.0% | $134,475-64.5% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -24.06% | 750.33%-774.4pp | 572.05%-596.1pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,090 | $5,243-60.1% | $4,814-56.6% | $4,740-55.9% |
| Participant deferral / active EE | $6,569 | $7,799-15.8% | $7,446-11.8% | $6,400+2.6% |
| Admin fee / account holder | $1,550 | $11,571-86.6% | $10,010-84.5% | $11,426-86.4% |