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 | $5,423 | $56,835-90.5% | - | $135,375-96.0% |
| Participation rate | 9.1% | 68.0%-58.9pp | - | 82.6%-73.5pp |
| Annual return | -18.09% | 2630.74%-2648.8pp | - | 519.73%-537.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $669 | $3,681-81.8% | - | $5,609-88.1% |
| Admin fee / account holder | $420 | $1,586-73.5% | - | $10,827-96.1% |