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 | $12,552 | $88,751-85.9% | $81,812-84.7% | $145,922-91.4% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | -44.73% | 1025.40%-1070.1pp | 773.79%-818.5pp | 561.29%-606.0pp |
| Employer contribution / active EE | $2,687 | $3,083-12.9% | $2,912-7.8% | $4,660-42.3% |
| Participant deferral / active EE | $5,097 | $4,643+9.8% | $4,319+18.0% | $6,688-23.8% |
| Admin fee / account holder | $2,952 | $8,415-64.9% | $7,386-60.0% | $13,397-78.0% |