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 8-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 | $8,482 | $92,703-90.9% | $82,719-89.7% | $134,475-93.7% |
| Participation rate | 63.2% | 75.2%-12.0pp | 72.6%-9.4pp | 81.2%-18.1pp |
| Annual return | -19.01% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $866 | $3,274-73.5% | $3,009-71.2% | $4,740-81.7% |
| Participant deferral / active EE | $1,843 | $4,802-61.6% | $4,395-58.1% | $6,400-71.2% |
| Admin fee / account holder | $829 | $5,983-86.1% | $5,329-84.4% | $11,426-92.7% |