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 7-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 | $41,745 | $106,543-60.8% | $91,220-54.2% | $134,475-69.0% |
| Participation rate | 26.3% | 76.8%-50.5pp | 73.2%-46.9pp | 81.2%-54.9pp |
| Annual return | -20.26% | 160.60%-180.9pp | 114.01%-134.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $602 | $3,331-81.9% | $2,850-78.9% | $4,740-87.3% |
| Participant deferral / active EE | $2,590 | $4,719-45.1% | $4,234-38.8% | $6,400-59.5% |
| Admin fee / account holder | $2,020 | $6,231-67.6% | $5,420-62.7% | $11,426-82.3% |