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 | $43,108 | $97,757-55.9% | $83,848-48.6% | $135,375-68.2% |
| Participation rate | 53.8% | 80.0%-26.1pp | 76.1%-22.3pp | 82.6%-28.8pp |
| Annual return | -7.69% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,263 | $4,222-70.1% | $3,631-65.2% | $4,779-73.6% |
| Participant deferral / active EE | $2,423 | $4,682-48.2% | $4,082-40.6% | $5,609-56.8% |
| Admin fee / account holder | $1,385 | $6,674-79.3% | $5,478-74.7% | $10,827-87.2% |