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 | $86,214 | $56,629+52.2% | $77,999+10.5% | $55,167+56.3% |
| Participation rate | 28.1% | 73.3%-45.2pp | 75.5%-47.5pp | 69.0%-40.9pp |
| Annual return | -1.28% | 2866.98%-2868.3pp | 425.96%-427.2pp | 169.23%-170.5pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,431 | $2,777-48.5% | $3,497-59.1% | $3,054-53.2% |
| Admin fee / account holder | $4,287 | $467+819.0% | $5,480-21.8% | $504+750.8% |