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 8-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 | $19,439 | $138,044-85.9% | $125,339-84.5% | $134,475-85.5% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -26.24% | 750.33%-776.6pp | 572.05%-598.3pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,474 | $5,243-71.9% | $4,814-69.4% | $4,740-68.9% |
| Participant deferral / active EE | $2,826 | $7,799-63.8% | $7,446-62.0% | $6,400-55.8% |
| Admin fee / account holder | $366 | $11,571-96.8% | $10,010-96.3% | $11,426-96.8% |