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 | $53,183 | $135,635-60.8% | $110,238-51.8% | $135,375-60.7% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -8.02% | 513.19%-521.2pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,891 | $4,906-41.1% | $3,826-24.4% | $4,779-39.5% |
| Participant deferral / active EE | $8,120 | $5,506+47.5% | $4,672+73.8% | $5,609+44.8% |
| Admin fee / account holder | $403 | $11,457-96.5% | $8,547-95.3% | $10,827-96.3% |