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 7-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 | $23,398 | $227,553-89.7% | $189,557-87.7% | $167,490-86.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | -1.01% | 78.40%-79.4pp | 64.17%-65.2pp | 478.56%-479.6pp |
| Employer contribution / active EE | $1,363 | $5,316-74.4% | $4,412-69.1% | $4,837-71.8% |
| Participant deferral / active EE | $4,455 | $7,002-36.4% | $6,174-27.8% | $6,341-29.8% |
| Admin fee / account holder | $2,202 | $11,878-81.5% | $9,807-77.5% | $12,309-82.1% |