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 | $52,966 | $190,805-72.2% | $159,960-66.9% | $134,475-60.6% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -19.71% | 552.23%-571.9pp | 408.60%-428.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,831 | $4,995-63.3% | $4,226-56.7% | $4,740-61.4% |
| Participant deferral / active EE | $6,269 | $6,923-9.4% | $6,182+1.4% | $6,400-2.0% |
| Admin fee / account holder | $738 | $10,471-93.0% | $8,698-91.5% | $11,426-93.5% |