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 | $51,499 | $45,152+14.1% | $73,843-30.3% | $59,632-13.6% |
| Participation rate | 49.4% | 64.0%-14.7pp | 73.4%-24.1pp | 68.7%-19.3pp |
| Annual return | -3.10% | 27.40%-30.5pp | 2267.84%-2270.9pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,664 | $2,574+3.5% | $3,583-25.7% | $3,192-16.5% |
| Admin fee / account holder | $2,949 | $3,516-16.1% | $4,880-39.6% | $4,297-31.4% |