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 | $25,768 | $97,757-73.6% | $83,848-69.3% | $135,375-81.0% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -8.61% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,433 | $4,222-42.4% | $3,631-33.0% | $4,779-49.1% |
| Participant deferral / active EE | $4,787 | $4,682+2.2% | $4,082+17.3% | $5,609-14.7% |
| Admin fee / account holder | $1,205 | $6,674-81.9% | $5,478-78.0% | $10,827-88.9% |