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 | $52,592 | $104,106-49.5% | $71,086-26.0% | $135,375-61.2% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.7%-26.1pp | 82.6%-54.1pp |
| Annual return | -9.26% | 1256.30%-1265.6pp | 650.59%-659.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,169 | $1,485-21.3% | $1,088+7.5% | $4,779-75.5% |
| Participant deferral / active EE | $2,284 | $2,527-9.6% | $1,874+21.9% | $5,609-59.3% |
| Admin fee / account holder | $1,597 | $4,142-61.4% | $3,082-48.2% | $10,827-85.2% |