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 | $131,486 | $160,055-17.8% | $140,016-6.1% | $135,375-2.9% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.5%-42.0pp | 82.6%-37.2pp |
| Annual return | -8.74% | 911.38%-920.1pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,406 | $6,420-47.0% | $5,606-39.2% | $4,779-28.7% |
| Participant deferral / active EE | $7,549 | $7,642-1.2% | $6,927+9.0% | $5,609+34.6% |
| Admin fee / account holder | $975 | $13,328-92.7% | $10,705-90.9% | $10,827-91.0% |