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 9-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 | $14,523 | $75,828-80.8% | $147,614-90.2% | $59,632-75.6% |
| Participation rate | 9.7% | 71.6%-61.9pp | 84.6%-74.9pp | 68.7%-59.0pp |
| Annual return | -43.68% | 0.37%-44.1pp | 61.98%-105.7pp | 2041.28%-2085.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,119 | $3,130-64.2% | $4,895-77.1% | $3,192-64.9% |
| Admin fee / account holder | $3,344 | $5,985-44.1% | $11,611-71.2% | $4,297-22.2% |