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 | $65,856 | $190,805-65.5% | $159,960-58.8% | $134,475-51.0% |
| Participation rate | 68.4% | 81.9%-13.5pp | 78.0%-9.5pp | 81.2%-12.8pp |
| Annual return | -15.13% | 552.23%-567.4pp | 408.60%-423.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,386 | $4,995-72.2% | $4,226-67.2% | $4,740-70.8% |
| Participant deferral / active EE | $7,199 | $6,923+4.0% | $6,182+16.5% | $6,400+12.5% |
| Admin fee / account holder | $742 | $10,471-92.9% | $8,698-91.5% | $11,426-93.5% |