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 7-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 | $57,989 | $92,703-37.4% | $82,719-29.9% | $134,475-56.9% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -18.20% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,440 | $3,274-56.0% | $3,009-52.1% | $4,740-69.6% |
| Participant deferral / active EE | $5,977 | $4,802+24.5% | $4,395+36.0% | $6,400-6.6% |
| Admin fee / account holder | $816 | $5,983-86.4% | $5,329-84.7% | $11,426-92.9% |