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 | $41,561 | $91,538-54.6% | $129,995-68.0% | $75,163-44.7% |
| Participation rate | 32.7% | 71.4%-38.7pp | 78.5%-45.8pp | 67.2%-34.5pp |
| Annual return | 25.11% | -631.11%+656.2pp | -137.18%+162.3pp | 160.62%-135.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,239 | $4,341-25.4% | $5,820-44.3% | $4,125-21.5% |
| Admin fee / account holder | $449 | $6,790-93.4% | $10,614-95.8% | $5,651-92.0% |