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 | $121,286 | $138,065-12.2% | $123,544-1.8% | $135,375-10.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.52% | 153.68%-164.2pp | 119.20%-129.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,234 | $5,151-37.2% | $4,628-30.1% | $4,779-32.3% |
| Participant deferral / active EE | $4,571 | $6,799-32.8% | $6,426-28.9% | $5,609-18.5% |
| Admin fee / account holder | $751 | $10,916-93.1% | $9,284-91.9% | $10,827-93.1% |