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 | $42,234 | $88,594-52.3% | $70,092-39.7% | $134,475-68.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -13.05% | 442.67%-455.7pp | 190.73%-203.8pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,744 | $3,233-46.0% | $2,559-31.8% | $4,740-63.2% |
| Participant deferral / active EE | $3,796 | $4,772-20.5% | $3,849-1.4% | $6,400-40.7% |
| Admin fee / account holder | $587 | $10,441-94.4% | $6,267-90.6% | $11,426-94.9% |