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 6-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 | $236,096 | $159,901+47.7% | $146,958+60.7% | $145,922+61.8% |
| Participation rate | 47.8% | 84.0%-36.2pp | 82.2%-34.3pp | 80.3%-32.5pp |
| Annual return | -25.41% | 98.13%-123.5pp | 418.34%-443.7pp | 561.29%-586.7pp |
| Employer contribution / active EE | $1,484 | $5,286-71.9% | $4,933-69.9% | $4,660-68.2% |
| Participant deferral / active EE | $3,833 | $8,428-54.5% | $8,070-52.5% | $6,688-42.7% |
| Admin fee / account holder | $1,813 | $15,044-87.9% | $12,998-86.1% | $13,397-86.5% |