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 7-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 | $42,488 | $138,044-69.2% | $125,339-66.1% | $134,475-68.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -42.32% | 750.33%-792.6pp | 572.05%-614.4pp | 417.96%-460.3pp |
| Employer contribution / active EE | $9,491 | $5,243+81.0% | $4,814+97.2% | $4,740+100.2% |
| Participant deferral / active EE | $5,139 | $7,799-34.1% | $7,446-31.0% | $6,400-19.7% |
| Admin fee / account holder | $1,328 | $11,571-88.5% | $10,010-86.7% | $11,426-88.4% |