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 3-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 | $120,241 | $70,756+69.9% | $65,493+83.6% | $142,382-15.6% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | -12.64% | 1754.89%-1767.5pp | 982.45%-995.1pp | 217.08%-229.7pp |
| Employer contribution / active EE | $1,383 | $2,881-52.0% | $2,574-46.3% | $4,299-67.8% |
| Participant deferral / active EE | $19,583 | $4,637+322.3% | $3,961+394.4% | $6,507+200.9% |
| Admin fee / account holder | $30,549 | $6,559+365.7% | $5,028+507.5% | $12,624+142.0% |