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 | $24,059 | $90,600-73.4% | $79,464-69.7% | $135,375-82.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -17.45% | 977.43%-994.9pp | 718.14%-735.6pp | 519.73%-537.2pp |
| Employer contribution / active EE | $1,117 | $3,068-63.6% | $2,800-60.1% | $4,779-76.6% |
| Participant deferral / active EE | $2,477 | $4,050-38.9% | $3,704-33.1% | $5,609-55.8% |
| Admin fee / account holder | $935 | $5,907-84.2% | $5,113-81.7% | $10,827-91.4% |