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 | $75,479 | $102,317-26.2% | $146,958-48.6% | $80,856-6.7% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.2%-20.9pp | 67.6%-6.3pp |
| Annual return | 8.42% | 134.76%-126.3pp | 418.34%-409.9pp | 35.59%-27.2pp |
| Employer contribution / active EE | $2,348 | $3,713-36.8% | $4,933-52.4% | $2,755-14.8% |
| Participant deferral / active EE | $6,306 | $6,644-5.1% | $8,070-21.9% | $4,296+46.8% |
| Admin fee / account holder | $43,875 | $7,941+452.5% | $12,998+237.6% | $6,918+534.2% |