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 | $31,659 | $104,106-69.6% | $71,086-55.5% | $135,375-76.6% |
| Participation rate | 38.1% | 65.7%-27.6pp | 54.7%-16.6pp | 82.6%-44.5pp |
| Annual return | -5.54% | 1256.30%-1261.8pp | 650.59%-656.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $98 | $1,485-93.4% | $1,088-91.0% | $4,779-97.9% |
| Participant deferral / active EE | $3,232 | $2,527+27.9% | $1,874+72.4% | $5,609-42.4% |
| Admin fee / account holder | $1,507 | $4,142-63.6% | $3,082-51.1% | $10,827-86.1% |