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 | $59,815 | $97,757-38.8% | $83,848-28.7% | $135,375-55.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -6.58% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,005 | $4,222-76.2% | $3,631-72.3% | $4,779-79.0% |
| Participant deferral / active EE | $1,596 | $4,682-65.9% | $4,082-60.9% | $5,609-71.5% |
| Admin fee / account holder | $1,629 | $6,674-75.6% | $5,478-70.3% | $10,827-85.0% |