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 | $57,258 | $180,449-68.3% | $154,107-62.8% | $135,375-57.7% |
| Participation rate | 68.4% | 87.4%-19.0pp | 83.0%-14.6pp | 82.6%-14.2pp |
| Annual return | -8.47% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,370 | $6,035-60.7% | $5,298-55.3% | $4,779-50.4% |
| Participant deferral / active EE | $5,475 | $5,806-5.7% | $5,081+7.8% | $5,609-2.4% |
| Admin fee / account holder | $1,473 | $16,143-90.9% | $13,411-89.0% | $10,827-86.4% |