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 | $47,973 | $54,350-11.7% | $82,719-42.0% | $68,494-30.0% |
| Participation rate | 57.1% | 63.9%-6.8pp | 72.6%-15.4pp | 67.9%-10.7pp |
| Annual return | -16.59% | -13.67%-2.9pp | 701.18%-717.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,147 | $2,218-3.2% | $3,009-28.6% | $2,596-17.3% |
| Participant deferral / active EE | $4,527 | $3,246+39.4% | $4,395+3.0% | $4,027+12.4% |
| Admin fee / account holder | $6,228 | $4,395+41.7% | $5,329+16.9% | $5,403+15.3% |