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 | $41,355 | $127,386-67.5% | $115,037-64.1% | $125,391-67.0% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -102.47% | 31.28%-133.8pp | 26.14%-128.6pp | 282.22%-384.7pp |
| Employer contribution / active EE | $40,401 | $5,166+682.0% | $4,608+776.8% | $4,866+730.3% |
| Participant deferral / active EE | $41,773 | $6,423+550.4% | $6,026+593.2% | $5,352+680.6% |
| Admin fee / account holder | $767 | $9,516-91.9% | $8,175-90.6% | $9,540-92.0% |