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 3-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 | $57,636 | $68,346-15.7% | $94,646-39.1% | $75,163-23.3% |
| Participation rate | 69.0% | 76.1%-7.1pp | 80.8%-11.8pp | 67.2%+1.9pp |
| Annual return | 0.00% | 616.93%-616.9pp | 156.71%-156.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,280 | $2,701-15.6% | $3,672-37.9% | $2,670-14.6% |
| Participant deferral / active EE | $5,094 | $6,537-22.1% | $7,418-31.3% | $4,125+23.5% |
| Admin fee / account holder | $3,279 | $5,326-38.4% | $7,231-54.6% | $5,651-42.0% |