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 | $13,891 | $152,509-90.9% | $117,472-88.2% | $134,475-89.7% |
| Participation rate | 55.6% | 77.1%-21.5pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | -21.66% | 52.99%-74.6pp | 29.74%-51.4pp | 417.96%-439.6pp |
| Employer contribution / active EE | $535 | $5,571-90.4% | $4,176-87.2% | $4,740-88.7% |
| Participant deferral / active EE | $2,108 | $4,818-56.2% | $4,070-48.2% | $6,400-67.1% |
| Admin fee / account holder | $411 | $7,004-94.1% | $5,645-92.7% | $11,426-96.4% |