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 9-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 | $66,607 | $45,152+47.5% | $73,843-9.8% | $59,632+11.7% |
| Participation rate | 50.0% | 64.0%-14.0pp | 73.4%-23.4pp | 68.7%-18.7pp |
| Annual return | -1.47% | 27.40%-28.9pp | 2267.84%-2269.3pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,257 | $1,902+18.7% | $2,787-19.0% | $2,203+2.5% |
| Participant deferral / active EE | $2,588 | $2,574+0.5% | $3,583-27.8% | $3,192-18.9% |
| Admin fee / account holder | $5,033 | $3,516+43.1% | $4,880+3.1% | $4,297+17.1% |