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 | $137,580 | $138,044-0.3% | $125,339+9.8% | $134,475+2.3% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -22.78% | 750.33%-773.1pp | 572.05%-594.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,630 | $5,243-49.8% | $4,814-45.4% | $4,740-44.5% |
| Participant deferral / active EE | $7,749 | $7,799-0.6% | $7,446+4.1% | $6,400+21.1% |
| Admin fee / account holder | $53,845 | $11,571+365.3% | $10,010+437.9% | $11,426+371.3% |