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 | $41,614 | $59,107-29.6% | $86,436-51.9% | $68,494-39.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -18.43% | -0.23%-18.2pp | 4394.89%-4413.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,153 | $5,901+21.2% | $6,952+2.9% | $4,027+77.6% |
| Admin fee / account holder | $5,499 | $5,637-2.4% | $6,731-18.3% | $5,403+1.8% |