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 | $110,497 | $92,703+19.2% | $82,719+33.6% | $134,475-17.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -21.62% | 944.92%-966.5pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,288 | $3,274-30.1% | $3,009-24.0% | $4,740-51.7% |
| Participant deferral / active EE | $3,638 | $4,802-24.2% | $4,395-17.2% | $6,400-43.2% |
| Admin fee / account holder | $47,707 | $5,983+697.4% | $5,329+795.3% | $11,426+317.5% |