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 | $13,237 | $100,852-86.9% | $90,404-85.4% | $158,922-91.7% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.7%-19.3pp | 82.0%-28.6pp |
| Annual return | -3.89% | 1724.20%-1728.1pp | 1293.02%-1296.9pp | 302.83%-306.7pp |
| Employer contribution / active EE | $837 | $3,689-77.3% | $3,262-74.4% | $4,761-82.4% |
| Participant deferral / active EE | $1,165 | $4,348-73.2% | $3,963-70.6% | $5,982-80.5% |
| Admin fee / account holder | $3,079 | $6,501-52.6% | $5,611-45.1% | $11,246-72.6% |