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 9-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 | $61,400 | $91,538-32.9% | $129,995-52.8% | $75,163-18.3% |
| Participation rate | 47.7% | 71.4%-23.7pp | 78.5%-30.8pp | 67.2%-19.5pp |
| Annual return | -42.64% | -631.11%+588.5pp | -137.18%+94.5pp | 160.62%-203.3pp |
| Employer contribution / active EE | $1,769 | $2,845-37.8% | $4,320-59.0% | $2,670-33.7% |
| Participant deferral / active EE | $2,129 | $4,341-50.9% | $5,820-63.4% | $4,125-48.4% |
| Admin fee / account holder | $2,425 | $6,790-64.3% | $10,614-77.2% | $5,651-57.1% |