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 9-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 | $50,874 | $48,274+5.4% | $63,517-19.9% | $59,632-14.7% |
| Participation rate | 47.1% | 66.3%-19.3pp | 71.0%-24.0pp | 68.7%-21.6pp |
| Annual return | -1.99% | -240.79%+238.8pp | -70.30%+68.3pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,746 | $2,343-25.5% | $2,953-40.9% | $3,192-45.3% |
| Admin fee / account holder | $600 | $3,600-83.3% | $5,892-89.8% | $4,297-86.0% |