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 | $95,077 | $97,757-2.7% | $83,848+13.4% | $135,375-29.8% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -11.02% | 1287.37%-1298.4pp | 850.88%-861.9pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,235 | $4,222-70.7% | $3,631-66.0% | $4,779-74.2% |
| Participant deferral / active EE | $4,029 | $4,682-14.0% | $4,082-1.3% | $5,609-28.2% |
| Admin fee / account holder | $1,974 | $6,674-70.4% | $5,478-64.0% | $10,827-81.8% |