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 | $93,612 | $135,635-31.0% | $110,238-15.1% | $135,375-30.9% |
| Participation rate | 38.5% | 83.5%-45.0pp | 79.8%-41.4pp | 82.6%-44.2pp |
| Annual return | -6.65% | 513.19%-519.8pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,110 | $4,906-77.4% | $3,826-71.0% | $4,779-76.8% |
| Participant deferral / active EE | $4,097 | $5,506-25.6% | $4,672-12.3% | $5,609-26.9% |
| Admin fee / account holder | $696 | $11,457-93.9% | $8,547-91.9% | $10,827-93.6% |