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 | $27,318 | $104,106-73.8% | $71,086-61.6% | $135,375-79.8% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -5.60% | 1256.30%-1261.9pp | 650.59%-656.2pp | 519.73%-525.3pp |
| Employer contribution / active EE | $450 | $1,485-69.7% | $1,088-58.7% | $4,779-90.6% |
| Participant deferral / active EE | $3,460 | $2,527+36.9% | $1,874+84.6% | $5,609-38.3% |
| Admin fee / account holder | $684 | $4,142-83.5% | $3,082-77.8% | $10,827-93.7% |