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 | $61,502 | $92,703-33.7% | $82,719-25.6% | $134,475-54.3% |
| Participation rate | 65.2% | 75.2%-10.0pp | 72.6%-7.3pp | 81.2%-16.0pp |
| Annual return | -20.89% | 944.92%-965.8pp | 701.18%-722.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,322 | $3,274-29.1% | $3,009-22.8% | $4,740-51.0% |
| Participant deferral / active EE | $4,987 | $4,802+3.8% | $4,395+13.5% | $6,400-22.1% |
| Admin fee / account holder | $1,695 | $5,983-71.7% | $5,329-68.2% | $11,426-85.2% |