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.)
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 | $47,360 | $99,640-52.5% | $86,436-45.2% | $134,475-64.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.22% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,318 | $7,246+28.6% | $6,952+34.0% | $6,400+45.6% |
| Admin fee / account holder | $1,211 | $8,371-85.5% | $6,731-82.0% | $11,426-89.4% |