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 5-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 | $14,209 | $27,915-49.1% | $58,482-75.7% | $75,163-81.1% |
| Participation rate | 6.1% | 38.8%-32.8pp | 50.9%-44.8pp | 67.2%-61.1pp |
| Annual return | -56.96% | 44.20%-101.2pp | 4239.32%-4296.3pp | 160.62%-217.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $678 | $1,201-43.6% | $1,924-64.8% | $4,125-83.6% |
| Admin fee / account holder | $5,232 | $1,726+203.2% | $2,516+107.9% | $5,651-7.4% |