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 7-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 | $114,142 | $167,307-31.8% | $143,757-20.6% | $134,475-15.1% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -35.50% | 0.46%-36.0pp | -0.04%-35.5pp | 417.96%-453.5pp |
| Employer contribution / active EE | $5,443 | $5,619-3.1% | $4,951+9.9% | $4,740+14.8% |
| Participant deferral / active EE | $14,319 | $6,446+122.1% | $5,637+154.0% | $6,400+123.7% |
| Admin fee / account holder | $746 | $18,088-95.9% | $14,673-94.9% | $11,426-93.5% |