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 6-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 | $11,288 | $84,402-86.6% | $61,373-81.6% | $134,475-91.6% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -21.63% | 584.55%-606.2pp | 338.61%-360.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,077 | $1,544-30.3% | $1,159-7.1% | $4,740-77.3% |
| Participant deferral / active EE | $2,643 | $2,819-6.2% | $2,125+24.4% | $6,400-58.7% |
| Admin fee / account holder | $766 | $2,585-70.4% | $2,130-64.0% | $11,426-93.3% |