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 | $72,850 | $84,402-13.7% | $61,373+18.7% | $134,475-45.8% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -19.44% | 584.55%-604.0pp | 338.61%-358.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $314 | $1,544-79.7% | $1,159-73.0% | $4,740-93.4% |
| Participant deferral / active EE | $1,125 | $2,819-60.1% | $2,125-47.1% | $6,400-82.4% |
| Admin fee / account holder | $8,143 | $2,585+215.0% | $2,130+282.3% | $11,426-28.7% |