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 | $62,127 | $150,440-58.7% | $136,294-54.4% | $147,584-57.9% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | -73.15% | 1049.08%-1122.2pp | 5155.94%-5229.1pp | 578.55%-651.7pp |
| Employer contribution / active EE | $7,250 | $5,256+37.9% | $4,695+54.4% | $4,876+48.7% |
| Participant deferral / active EE | $21,601 | $6,630+225.8% | $6,247+245.8% | $5,439+297.2% |
| Admin fee / account holder | $764 | $10,905-93.0% | $9,243-91.7% | $10,885-93.0% |