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 | $79,344 | $92,703-14.4% | $82,719-4.1% | $134,475-41.0% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.4pp | 81.2%-39.1pp |
| Annual return | -15.69% | 944.92%-960.6pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,205 | $3,274-63.2% | $3,009-59.9% | $4,740-74.6% |
| Participant deferral / active EE | $2,895 | $4,802-39.7% | $4,395-34.1% | $6,400-54.8% |
| Admin fee / account holder | $977 | $5,983-83.7% | $5,329-81.7% | $11,426-91.5% |