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 | $52,339 | $88,594-40.9% | $70,092-25.3% | $134,475-61.1% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | -21.93% | 442.67%-464.6pp | 190.73%-212.7pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,983 | $3,233-7.7% | $2,559+16.6% | $4,740-37.1% |
| Participant deferral / active EE | $6,281 | $4,772+31.6% | $3,849+63.2% | $6,400-1.9% |
| Admin fee / account holder | $1,714 | $10,441-83.6% | $6,267-72.6% | $11,426-85.0% |