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 | $34,482 | $90,600-61.9% | $79,464-56.6% | $135,375-74.5% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -9.28% | 977.43%-986.7pp | 718.14%-727.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,503 | $3,068-51.0% | $2,800-46.3% | $4,779-68.5% |
| Participant deferral / active EE | $4,881 | $4,050+20.5% | $3,704+31.8% | $5,609-13.0% |
| Admin fee / account holder | $936 | $5,907-84.2% | $5,113-81.7% | $10,827-91.4% |