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 | $53,213 | $97,757-45.6% | $83,848-36.5% | $135,375-60.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -12.33% | 1287.37%-1299.7pp | 850.88%-863.2pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,931 | $4,222-54.3% | $3,631-46.8% | $4,779-59.6% |
| Participant deferral / active EE | $16,547 | $4,682+253.4% | $4,082+305.4% | $5,609+195.0% |
| Admin fee / account holder | $557 | $6,674-91.7% | $5,478-89.8% | $10,827-94.9% |