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 | $19,186 | $138,044-86.1% | $125,339-84.7% | $134,475-85.7% |
| Participation rate | 61.5% | 84.5%-22.9pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -23.13% | 750.33%-773.5pp | 572.05%-595.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,144 | $5,243-78.2% | $4,814-76.2% | $4,740-75.9% |
| Participant deferral / active EE | $3,732 | $7,799-52.1% | $7,446-49.9% | $6,400-41.7% |
| Admin fee / account holder | $696 | $11,571-94.0% | $10,010-93.0% | $11,426-93.9% |