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 | $41,736 | $180,449-76.9% | $154,107-72.9% | $135,375-69.2% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -2.21% | 888.09%-890.3pp | 735.12%-737.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $2,072 | $6,035-65.7% | $5,298-60.9% | $4,779-56.6% |
| Participant deferral / active EE | $5,686 | $5,806-2.1% | $5,081+11.9% | $5,609+1.4% |
| Admin fee / account holder | $1,437 | $16,143-91.1% | $13,411-89.3% | $10,827-86.7% |