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 | $155,279 | $165,335-6.1% | $149,696+3.7% | $158,922-2.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -12.64% | 348.15%-360.8pp | 276.60%-289.2pp | 302.83%-315.5pp |
| Employer contribution / active EE | $1,693 | $5,103-66.8% | $4,644-63.6% | $4,761-64.5% |
| Participant deferral / active EE | $5,513 | $7,181-23.2% | $6,842-19.4% | $5,982-7.8% |
| Admin fee / account holder | $504 | $10,807-95.3% | $9,309-94.6% | $11,246-95.5% |