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 | $64,667 | $115,770-44.1% | $101,248-36.1% | $158,922-59.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | -3.66% | 56.14%-59.8pp | 46.47%-50.1pp | 302.83%-306.5pp |
| Employer contribution / active EE | $2,406 | $4,175-42.4% | $3,660-34.3% | $4,761-49.5% |
| Participant deferral / active EE | $6,321 | $4,957+27.5% | $4,370+44.6% | $5,982+5.7% |
| Admin fee / account holder | $1,196 | $7,245-83.5% | $5,945-79.9% | $11,246-89.4% |