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 | $29,203 | $138,065-78.8% | $123,544-76.4% | $135,375-78.4% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -15.33% | 153.68%-169.0pp | 119.20%-134.5pp | 519.73%-535.1pp |
| Employer contribution / active EE | $2,004 | $5,151-61.1% | $4,628-56.7% | $4,779-58.1% |
| Participant deferral / active EE | $6,937 | $6,799+2.0% | $6,426+8.0% | $5,609+23.7% |
| Admin fee / account holder | $468 | $10,916-95.7% | $9,284-95.0% | $10,827-95.7% |