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 | $123,541 | $83,902+47.2% | $167,512-26.2% | $84,808+45.7% |
| Participation rate | 51.9% | 66.5%-14.6pp | 77.1%-25.2pp | 68.3%-16.5pp |
| Annual return | 13.04% | 91.55%-78.5pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,048 | $2,264-53.7% | $3,882-73.0% | $2,631-60.2% |
| Participant deferral / active EE | $2,062 | $4,442-53.6% | $6,405-67.8% | $4,212-51.0% |
| Admin fee / account holder | $55,422 | $7,915+600.2% | $9,769+467.3% | $7,344+654.7% |