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 | $11,992 | $84,402-85.8% | $61,373-80.5% | $134,475-91.1% |
| Participation rate | 64.7% | 62.2%+2.5pp | 52.6%+12.1pp | 81.2%-16.5pp |
| Annual return | -13.66% | 584.55%-598.2pp | 338.61%-352.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,785 | $1,544+15.6% | $1,159+54.0% | $4,740-62.3% |
| Participant deferral / active EE | $2,389 | $2,819-15.2% | $2,125+12.4% | $6,400-62.7% |
| Admin fee / account holder | $420 | $2,585-83.8% | $2,130-80.3% | $11,426-96.3% |