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 6-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 | $21,100 | $92,703-77.2% | $82,719-74.5% | $134,475-84.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -20.69% | 944.92%-965.6pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,771 | $3,274-45.9% | $3,009-41.1% | $4,740-62.6% |
| Participant deferral / active EE | $5,180 | $4,802+7.9% | $4,395+17.9% | $6,400-19.1% |
| Admin fee / account holder | $336 | $5,983-94.4% | $5,329-93.7% | $11,426-97.1% |