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 | $25,883 | $90,600-71.4% | $79,464-67.4% | $135,375-80.9% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 82.6%-21.1pp |
| Annual return | -8.10% | 977.43%-985.5pp | 718.14%-726.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,186 | $3,068-61.3% | $2,800-57.6% | $4,779-75.2% |
| Participant deferral / active EE | $1,829 | $4,050-54.8% | $3,704-50.6% | $5,609-67.4% |
| Admin fee / account holder | $306 | $5,907-94.8% | $5,113-94.0% | $10,827-97.2% |