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 | $45,238 | $97,757-53.7% | $83,848-46.0% | $135,375-66.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -12.08% | 1287.37%-1299.4pp | 850.88%-863.0pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,126 | $4,222-73.3% | $3,631-69.0% | $4,779-76.4% |
| Participant deferral / active EE | $7,506 | $4,682+60.3% | $4,082+83.9% | $5,609+33.8% |
| Admin fee / account holder | $573 | $6,674-91.4% | $5,478-89.5% | $10,827-94.7% |