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 9-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 | $24,631 | $138,065-82.2% | $123,544-80.1% | $135,375-81.8% |
| Participation rate | 45.8% | 84.7%-38.9pp | 82.3%-36.5pp | 82.6%-36.8pp |
| Annual return | -11.60% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.3pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,962 | $6,799+17.1% | $6,426+23.9% | $5,609+41.9% |
| Admin fee / account holder | $2,130 | $10,916-80.5% | $9,284-77.1% | $10,827-80.3% |