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 | $95,338 | $138,065-30.9% | $123,544-22.8% | $135,375-29.6% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -9.52% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,302 | $5,151-55.3% | $4,628-50.3% | $4,779-51.8% |
| Participant deferral / active EE | $6,968 | $6,799+2.5% | $6,426+8.4% | $5,609+24.2% |
| Admin fee / account holder | $487 | $10,916-95.5% | $9,284-94.8% | $10,827-95.5% |