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 | $48,890 | $39,798+22.8% | $67,711-27.8% | $59,632-18.0% |
| Participation rate | 22.0% | 57.4%-35.4pp | 67.5%-45.6pp | 68.7%-46.7pp |
| Annual return | -2.82% | 89.94%-92.8pp | 25.41%-28.2pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,192 | $2,335-49.0% | $3,585-66.8% | $3,192-62.7% |
| Admin fee / account holder | $879 | $3,212-72.6% | $4,255-79.3% | $4,297-79.5% |