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 | $41,759 | $75,828-44.9% | $147,614-71.7% | $59,632-30.0% |
| Participation rate | 32.0% | 71.6%-39.6pp | 84.6%-52.6pp | 68.7%-36.7pp |
| Annual return | -1.13% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $846 | $3,130-73.0% | $4,895-82.7% | $3,192-73.5% |
| Admin fee / account holder | $7,124 | $5,985+19.0% | $11,611-38.6% | $4,297+65.8% |