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 8-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 | $33,923 | $85,202-60.2% | $172,739-80.4% | $72,985-53.5% |
| Participation rate | 67.6% | 70.1%-2.5pp | 82.6%-15.1pp | 69.5%-1.9pp |
| Annual return | -28.58% | 27.32%-55.9pp | 802.84%-831.4pp | 81.00%-109.6pp |
| Employer contribution / active EE | $1,474 | $3,324-55.6% | $5,143-71.3% | $2,440-39.6% |
| Participant deferral / active EE | $3,627 | $3,260+11.2% | $5,198-30.2% | $3,607+0.5% |
| Admin fee / account holder | $3,267 | $5,884-44.5% | $13,954-76.6% | $5,124-36.2% |