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 | $33,393 | $138,065-75.8% | $123,544-73.0% | $135,375-75.3% |
| Participation rate | 35.7% | 84.7%-49.0pp | 82.3%-46.6pp | 82.6%-46.9pp |
| Annual return | -7.21% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,761 | $5,151-65.8% | $4,628-61.9% | $4,779-63.1% |
| Participant deferral / active EE | $3,516 | $6,799-48.3% | $6,426-45.3% | $5,609-37.3% |
| Admin fee / account holder | $2,498 | $10,916-77.1% | $9,284-73.1% | $10,827-76.9% |