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 | $19,057 | $97,757-80.5% | $83,848-77.3% | $135,375-85.9% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -7.86% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,516 | $4,222-64.1% | $3,631-58.3% | $4,779-68.3% |
| Participant deferral / active EE | $3,344 | $4,682-28.6% | $4,082-18.1% | $5,609-40.4% |
| Admin fee / account holder | $718 | $6,674-89.2% | $5,478-86.9% | $10,827-93.4% |