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 | $119,612 | $180,449-33.7% | $154,107-22.4% | $135,375-11.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -9.77% | 888.09%-897.9pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $6,890 | $6,035+14.2% | $5,298+30.1% | $4,779+44.2% |
| Participant deferral / active EE | $10,625 | $5,806+83.0% | $5,081+109.1% | $5,609+89.4% |
| Admin fee / account holder | $581 | $16,143-96.4% | $13,411-95.7% | $10,827-94.6% |