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 | $76,709 | $90,600-15.3% | $79,464-3.5% | $135,375-43.3% |
| Participation rate | 64.3% | 76.0%-11.8pp | 73.3%-9.1pp | 82.6%-18.4pp |
| Annual return | -11.18% | 977.43%-988.6pp | 718.14%-729.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,963 | $3,068-3.4% | $2,800+5.8% | $4,779-38.0% |
| Participant deferral / active EE | $7,929 | $4,050+95.8% | $3,704+114.1% | $5,609+41.4% |
| Admin fee / account holder | $5,727 | $5,907-3.0% | $5,113+12.0% | $10,827-47.1% |