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 | $45,443 | $84,402-46.2% | $61,373-26.0% | $134,475-66.2% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -18.14% | 584.55%-602.7pp | 338.61%-356.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $975 | $1,544-36.9% | $1,159-15.9% | $4,740-79.4% |
| Participant deferral / active EE | $1,596 | $2,819-43.4% | $2,125-24.9% | $6,400-75.1% |
| Admin fee / account holder | $393 | $2,585-84.8% | $2,130-81.5% | $11,426-96.6% |