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 | $45,084 | $183,963-75.5% | $162,163-72.2% | $152,861-70.5% |
| Participation rate | 42.9% | 88.5%-45.6pp | 87.6%-44.7pp | 82.4%-39.6pp |
| Annual return | -1.39% | 150.76%-152.2pp | 115.59%-117.0pp | 345.32%-346.7pp |
| Employer contribution / active EE | $1,765 | $6,371-72.3% | $5,614-68.6% | $4,762-62.9% |
| Participant deferral / active EE | $7,890 | $8,034-1.8% | $7,298+8.1% | $5,850+34.9% |
| Admin fee / account holder | $35,094 | $13,121+167.5% | $10,843+223.7% | $11,596+202.6% |