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 | $37,956 | $198,466-80.9% | $170,442-77.7% | $147,584-74.3% |
| Participation rate | 38.5% | 88.0%-49.5pp | 83.6%-45.1pp | 82.8%-44.4pp |
| Annual return | -25.83% | 257.29%-283.1pp | 205.93%-231.8pp | 578.55%-604.4pp |
| Employer contribution / active EE | $1,485 | $6,184-76.0% | $5,433-72.7% | $4,876-69.5% |
| Participant deferral / active EE | $3,261 | $5,629-42.1% | $4,939-34.0% | $5,439-40.0% |
| Admin fee / account holder | $13,876 | $16,852-17.7% | $13,8800% | $10,885+27.5% |