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 | $30,864 | $45,152-31.6% | $73,843-58.2% | $59,632-48.2% |
| Participation rate | 41.7% | 64.0%-22.4pp | 73.4%-31.8pp | 68.7%-27.0pp |
| Annual return | -3.27% | 27.40%-30.7pp | 2267.84%-2271.1pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $755 | $2,574-70.6% | $3,583-78.9% | $3,192-76.3% |
| Admin fee / account holder | $543 | $3,516-84.6% | $4,880-88.9% | $4,297-87.4% |