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 | $39,655 | $180,449-78.0% | $154,107-74.3% | $135,375-70.7% |
| Participation rate | 64.3% | 87.4%-23.1pp | 83.0%-18.8pp | 82.6%-18.4pp |
| Annual return | -5.40% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,716 | $6,035-71.6% | $5,298-67.6% | $4,779-64.1% |
| Participant deferral / active EE | $4,026 | $5,806-30.7% | $5,081-20.8% | $5,609-28.2% |
| Admin fee / account holder | $5,907 | $16,143-63.4% | $13,411-56.0% | $10,827-45.4% |