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 | $90,906 | $197,825-54.0% | $155,790-41.6% | $125,391-27.5% |
| Participation rate | 25.0% | 82.1%-57.1pp | 76.1%-51.1pp | 83.2%-58.2pp |
| Annual return | -2.47% | 86.74%-89.2pp | 71.54%-74.0pp | 282.22%-284.7pp |
| Employer contribution / active EE | $606 | $4,847-87.5% | $3,836-84.2% | $4,866-87.5% |
| Participant deferral / active EE | $1,230 | $5,630-78.2% | $4,797-74.4% | $5,352-77.0% |
| Admin fee / account holder | $2,089 | $9,545-78.1% | $7,478-72.1% | $9,540-78.1% |