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 5-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 | $58,696 | $138,044-57.5% | $125,339-53.2% | $134,475-56.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -15.19% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,177 | $5,243-77.6% | $4,814-75.6% | $4,740-75.2% |
| Participant deferral / active EE | $3,417 | $7,799-56.2% | $7,446-54.1% | $6,400-46.6% |
| Admin fee / account holder | $845 | $11,571-92.7% | $10,010-91.6% | $11,426-92.6% |