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 | $24,334 | $106,543-77.2% | $91,220-73.3% | $134,475-81.9% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -19.69% | 160.60%-180.3pp | 114.01%-133.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,987 | $3,331-40.3% | $2,850-30.3% | $4,740-58.1% |
| Participant deferral / active EE | $4,399 | $4,719-6.8% | $4,234+3.9% | $6,400-31.3% |
| Admin fee / account holder | $916 | $6,231-85.3% | $5,420-83.1% | $11,426-92.0% |